NFECX Rating, Research - Columbia Marsico Focused Eq C

Columbia Marsico Focused Eq C (nfecx)

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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 = 247

Threats + Weaknesses = 133

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

Fund Management Team

Fund Description Update

Columbia Marsico Focused Eq C (NFECX) Description: NFECX is a mutual fund, which is an investment that owns a basket of assets. The NFECX 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 long management tenure and is in the average fund size classification. NFECXs minimum initial investment amount is $2500 while the IRA minimum is $1000. NFECXs expense ratio is roughly 2%. The latest NFECXs front end load was 0% and the back end load was 1%. The Columbia Marsico Focused Eq C (NFECX) mutual fund falls under the large-cap growth category. NFECX focuses its investments in USA and NFECX is not affiliated with a particular industry or fund sector. The Columbia Marsico Focused Eq C (NFECX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NFECXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NFECXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of assets in securities of large-capitalization issuers, which have a market capitalization, at the time of purchase, no smaller than the smallest capitalized issuer included in the Russell 1000 Index. It invests primarily in equity securities (see equity research). The fund may invest up to 25% of assets in foreign securities.

Management Analysis Update

Performance Analysis Update