Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | NMSCX Insights | NMSCX Score | NMSCX Performance | NMSCX News | NMSCX Allocation | NMSCX Holdings Change

Columbia Small Cap Index Z (NMSCX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Small Cap Index Z (NMSCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Columbia Small Cap Index Z Fund (NMSCX) ManagerFund Manager - Christopher Lo

Fund Manager Information

Fund Manager Tenure: 5.0 years
Similar Funds: NMSAX 
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 Z Fund (NMSCX) ProfileColumbia Small Cap Index Z Fund (NMSCX) Profile

Fund Profile and Description

Columbia Small Cap Index Z 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 Z 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 Z (NMSCX) Fund Strength What we like about Columbia Small Cap Index Z (NMSCX) Fund

Data for Columbia Small Cap Index Z Fund (NMSCX) as of May 30, 2016

  • Columbia Small Cap Index Z Fund (NMSCX) management has been with Columbia Small Cap Index Z Fund for 5.0 years
  • Columbia Small Cap Index Z Fund (NMSCX) has good mid-term performance (3-year return 9.65% vs 6.96% Small Blend category median performance)
  • Columbia Small Cap Index Z Fund (NMSCX) has good Long-term performance (5-year return 10.41% vs 7.84% Small Blend category median performance)
  • Columbia Small Cap Index Z Fund (NMSCX) ratio of up-years vs down years is greater than 2
  • Columbia Small Cap Index Z Fund (NMSCX) has a Morningstar rating of 4 and above
  • Asset base in Columbia Small Cap Index Z Fund (NMSCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Small Cap Index Z Fund (NMSCX) has an annual stock turnover rate of 19.00% vs Small Blend average of 52.13%. It is good that Columbia Small Cap Index Z management does not trade extensively for its return.
  • Columbia Small Cap Index Z Fund (NMSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.09, lower than category average of 14.58
  • Columbia Small Cap Index Z Fund (NMSCX) has a lower expense ratio than its Small Blend average: 0.20% vs 1.22%
  • Columbia Small Cap Index Z Fund (NMSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Small Cap Index Z Fund (NMSCX) Weakness What we are cautious about Columbia Small Cap Index Z (NMSCX) Fund

Data for Columbia Small Cap Index Z Fund (NMSCX) as of May 30, 2016

See Columbia Small Cap Index Z Fund (NMSCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Small Cap Index Z Fund (NMSCX)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 Z5.450.009.6510.41
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 Z Fund (NMSCX)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 Z Fund (NMSCX) Net Asset TrackingColumbia Small Cap Index Z (NMSCX) Fund Net Asset

Track net asset change of Columbia Small Cap Index Z fund (NMSCX)

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

  

Graph of Columbia Small Cap Index Z Fund (NMSCX) Portfolio TrackingColumbia Small Cap Index Z (NMSCX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Small Cap Index Z fund (NMSCX)

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 Z Fund (NMSCX)

 

graph of Columbia Small Cap Index Z Fund (NMSCX) Top 10 Position TrackingTop 10 Holdings in Columbia Small Cap Index Z (NMSCX) Fund

Discover what Columbia Small Cap Index Z Fund (NMSCX) 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 Z Fund (NMSCX)

  

Latest News on Columbia Small Cap Index Z (NMSCX) Fund

See what is happening with Columbia Small Cap Index Z Fund (NMSCX)

    No recent news

 

Columbia Small Cap Index Z Fund (NMSCX) Related ResourcesSee more information on Columbia Small Cap Index Z (NMSCX) Fund

Popular pages on Columbia Small Cap Index Z (NMSCX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update