NGIPX Rating, Research - Columbia Marsico Growth Z

Columbia Marsico Growth Z (ngipx)

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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 = 218

Threats + Weaknesses = 131

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests in companies that have the potential for above-average future earnings growth. It normally invests at least 80% of assets in large-capitalization companies which have a market capitalization in excess of $4.0 billion and generally are improving their financial returns. The funds permitted to invest up to 20% of net assets in foreign securities.

Management Analysis Update

Performance Analysis Update