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Columbia Small Cap Index A (NMSAX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Small Cap Index A (NMSAX) Fund

    Last Trade: $25.36 on 10/19/2017, Change: -0.08 (-0.31%)

 

Graph of Columbia Small Cap Index A Fund (NMSAX) ManagerFund Manager - Christopher Lo

Fund Manager Information

Fund Manager Tenure: 2.9 years
Similar Funds: NMSCX 
Fund Family: Columbia
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)

 

Graph of Columbia Small Cap Index A Fund (NMSAX) ProfileColumbia Small Cap Index A Fund (NMSAX) Profile

Fund Profile and Description

Columbia Small Cap Index A Fund seeks total return before fees and expenses that correspond to the total return of the Standard & Poor's (S&P) SmallCap 600 Index. Columbia Small Cap Index A Fund invests at least 80% of net assets in common stocks included in the S&P SmallCap 600 Index. It may invest in derivatives, consisting of stock index futures or options, as substitutes for the underlying securities in the S&P SmallCap 600 Index.

 

Columbia Small Cap Index A (NMSAX) Fund Strength What we like about Columbia Small Cap Index A (NMSAX) Fund

Data for Columbia Small Cap Index A Fund (NMSAX) as of May 30, 2016

  • Columbia Small Cap Index A Fund (NMSAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Columbia Small Cap Index A Fund (NMSAX) has good short-term performance (1-year return -0.26% vs -5.18% Small Blend category median performance)
  • Columbia Small Cap Index A Fund (NMSAX) has good mid-term performance (3-year return 9.37% vs 6.96% Small Blend category median performance)
  • Columbia Small Cap Index A Fund (NMSAX) has good Long-term performance (5-year return 10.15% vs 7.84% Small Blend category median performance)
  • Columbia Small Cap Index A Fund (NMSAX) ratio of up-years vs down years is greater than 2
  • Columbia Small Cap Index A Fund (NMSAX) has a Morningstar rating of 4 and above
  • Asset base in Columbia Small Cap Index A Fund (NMSAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Small Cap Index A Fund (NMSAX) has an annual stock turnover rate of 19.00% vs Small Blend average of 52.13%. It is good that Columbia Small Cap Index A management does not trade extensively for its return.
  • Columbia Small Cap Index A Fund (NMSAX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.12, lower than category average of 14.58
  • Columbia Small Cap Index A Fund (NMSAX) has a lower expense ratio than its Small Blend average: 0.45% vs 1.22%

Columbia Small Cap Index A Fund (NMSAX) Weakness What we are cautious about Columbia Small Cap Index A (NMSAX) Fund

Data for Columbia Small Cap Index A Fund (NMSAX) as of May 30, 2016

  • Columbia Small Cap Index A Fund (NMSAX) management has been with Columbia Small Cap Index A Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Even though Columbia Small Cap Index A Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Columbia Small Cap Index A Fund (NMSAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Small Cap Index A Fund (NMSAX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Small Cap Index A5.32-0.269.3710.15
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Columbia Small Cap Index A Fund (NMSAX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Columbia Small Cap Index A Fund (NMSAX) Net Asset TrackingColumbia Small Cap Index A (NMSAX) Fund Net Asset

Track net asset change of Columbia Small Cap Index A fund (NMSAX)

DateNet Asset
05/2016$3.04B
03/2016$2.95B
02/2016$2.72B
More historic net asset information on Columbia Small Cap Index A Fund (NMSAX)

  

Graph of Columbia Small Cap Index A Fund (NMSAX) Portfolio TrackingColumbia Small Cap Index A (NMSAX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Small Cap Index A fund (NMSAX)

DateCashStockBondOther
04/20162.23%97.77%0%0%
02/20161.21%98.66%0%0.13%
01/20161.63%98.37%0%0%
Click here to see more historic asset allocation information on Columbia Small Cap Index A Fund (NMSAX)

 

graph of Columbia Small Cap Index A Fund (NMSAX) Top 10 Position TrackingTop 10 Holdings in Columbia Small Cap Index A (NMSAX) Fund

Discover what Columbia Small Cap Index A Fund (NMSAX) manager is buying

Apr 29, 2016
iShares Core S&P Small-Cap [1.01%]
Piedmont Natural Gas Company, I [0.76%]
ViaSat, Inc. [0.54%]
Medical Properties Trust, Inc. [0.49%]
Southwest Gas Corporation Commo [0.48%]
EMCOR Group, Inc. Common Stock [0.46%]
Take-Two Interactive Software, [0.45%]
Blackbaud, Inc. [0.45%]
Helen of Troy Limited [0.44%]
PDC Energy, Inc. [0.44%]

Feb 28, 2016
iShares Core S&P Small-Cap [1.02%]
Piedmont Natural Gas Company, I [0.8%]
Heartland Payment Systems, Inc. [0.58%]
ViaSat, Inc. [0.55%]
ABIOMED, Inc. [0.53%]
Take-Two Interactive Software, [0.51%]
NewJersey Resources Corporation [0.5%]
Healthcare Realty Trust Incorpo [0.49%]
EMCOR Group, Inc. Common Stock [0.49%]
Southwest Gas Corporation Commo [0.49%]

Jan 30, 2016
iShares Core S&P Small-Cap [1.02%]
Piedmont Natural Gas Company, I [0.79%]
Heartland Payment Systems, Inc. [0.57%]
ABIOMED, Inc. [0.56%]
Curtiss-Wright Corporation Comm [0.53%]
NewJersey Resources Corporation [0.51%]
PrivateBancorp, Inc. [0.5%]
Take-Two Interactive Software, [0.5%]
Healthcare Realty Trust Incorpo [0.49%]
EMCOR Group, Inc. Common Stock [0.48%]
Click here for Stock Holding Change Map in Columbia Small Cap Index A Fund (NMSAX)

  

Latest News on Columbia Small Cap Index A (NMSAX) Fund

See what is happening with Columbia Small Cap Index A Fund (NMSAX)

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