NAMAX Rating, Research - Columbia Mid Cap Value Z

Columbia Mid Cap Value Z (namax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 45

Threats + Weaknesses = 38

When strengths & opportunities substantially exceed threats & weaknesses an investment in the namax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Mid Cap Value Z (NAMAX) Description: NAMAX is a mutual fund, which is an investment that owns a basket of assets. The NAMAX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the large fund size classification. NAMAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. NAMAXs expense ratio is roughly 1%. The latest NAMAXs front end load was 0% and the back end load was 0%. The Columbia Mid Cap Value Z (NAMAX) mutual fund falls under the mid-cap value category. NAMAX focuses its investments in USA and NAMAX is not affiliated with a particular industry or fund sector. The Columbia Mid Cap Value Z (NAMAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NAMAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NAMAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund primarily invests in securities, derivatives and other financial instruments that offer the opportunity for long-term growth of capital. It may also invest in the common stock of foreign issuers and in other U.S. and foreign securities, convertible securities, debt securities, futures, options, derivatives and other instruments. The fund may also engage in short sales and can leverage up to 10% of net assets. It is non-diversified.

Management Analysis Update

Performance Analysis Update