Mutual Fund Insights: Columbia Marsico 21st Century B Fund (NMTBX)

In-depth Analysis of Columbia Marsico 21st Century B Fund (NMTBX)

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Fund Manager - Corydon J. Gilchrist

 What we like about Columbia Marsico 21st Century B Fund (NMTBX)

Data for Columbia Marsico 21st Century B Fund (NMTBX) as of January 31, 2010

• Columbia Marsico 21st Century B Fund (NMTBX) management has been with Columbia Marsico 21st Century B Fund for 7.1 years
• Columbia Marsico 21st Century B Fund (NMTBX) has good short-term performance (1-year return 42.06% vs 35.76% Large Growth category average)
• Columbia Marsico 21st Century B Fund (NMTBX) has good Long-term performance (5-year return 1.08% vs 0.87% Large Growth category average)
• Columbia Marsico 21st Century B Fund (NMTBX) ratio of up-years vs down years is greater than 2

 What we are cautious about Columbia Marsico 21st Century B Fund (NMTBX)

Data for Columbia Marsico 21st Century B Fund (NMTBX) as of January 31, 2010

• Columbia Marsico 21st Century B Fund is a focused fund with 39.64% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Columbia Marsico 21st Century B Fund (NMTBX) has a less-than-ideal mid-term performance (3-year return -8.40% vs -5.20% Large Growth category average)
• Columbia Marsico 21st Century B Fund (NMTBX) has a Morningstar rating of 3 and below
• Columbia Marsico 21st Century B Fund (NMTBX) is less safe compared to its Large Growth peers
• Columbia Marsico 21st Century B Fund (NMTBX) does not have a good risk adjusted return as its 3-year Alpha of 0.6 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.33
• Columbia Marsico 21st Century B Fund (NMTBX) is more volatile than its peers as it has a 3-year Standard Deviation of 24 that is higher than category average of 21.28
• Columbia Marsico 21st Century B Fund (NMTBX) has a higher management fee of 2.04% than its Large Growth average of 1.33%
• Columbia Marsico 21st Century B Fund (NMTBX) carries a 5% load

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Columbia Marsico 21st Century B Fund (NMTBX) Net Asset

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Columbia Marsico 21st Century B Fund (NMTBX) Portfolio Allocation

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Most Recent Top 10 Holdings in Columbia Marsico 21st Century B Fund (NMTBX)

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Books and Resources

See more information on Columbia Marsico 21st Century B Fund (NMTBX)

• Columbia Marsico 21st Century B Fund Insights
• Columbia Marsico 21st Century B Fund Performance Data
• Columbia Marsico 21st Century B Fund News
• Columbia Marsico 21st Century B Fund Score Explaination
• Columbia Marsico 21st Century B Fund Manager Information
• Historic Columbia Marsico 21st Century B Fund Asset Allocation Report
• Historic Columbia Marsico 21st Century B Fund Top 10 Holding Tracking
• Historic Columbia Marsico 21st Century B Fund Asset Under Management Tracking