NFEPX Rating, Research - Columbia Marsico Focused Eq Z

Columbia Marsico Focused Eq Z (nfepx)

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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 = 249

Threats + Weaknesses = 133

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital growth. The fund invests at least 80% of its assets in equity securities (see equity research). For purposes of the funds investment policies, equity securities (see equity research) include common stocks (see stock research), convertible debt and other equity instruments. It may invest up to 25% of assets in equity and debt securities of non-U.S. corporate issuers and debt securities of non-U.S. government issuers, including up to 10% of assets in the securities of emerging-markets issuers. The fund may invest up to 20% of total assets in debt securities of U.S. and non-U.S. issuers.

Management Analysis Update

Performance Analysis Update