NMTAX Rating, Research - Columbia Marsico 21St Century A

Columbia Marsico 21St Century A (nmtax)

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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 = 217

Threats + Weaknesses = 111

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

Fund Management Team

Fund Description Update

Columbia Marsico 21St Century A (NMTAX) Description: NMTAX is a mutual fund, which is an investment that owns a basket of assets. The NMTAX 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. NMTAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. NMTAXs expense ratio is roughly 1%. The latest NMTAXs front end load was 6% and the back end load was 0%. The Columbia Marsico 21St Century A (NMTAX) mutual fund falls under the large-cap growth category. NMTAX focuses its investments in USA and NMTAX is not affiliated with a particular industry or fund sector. The Columbia Marsico 21St Century A (NMTAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NMTAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NMTAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund normally invests at least 80% of assets in equity securities (see equity research). It invests primarily in the common stocks (see stock research) of U.S. large-cap companies. The fund defines large-cap companies as those whose market capitalization falls within the range of the S&P 500 index. It seeks to invest in companies and other enterprises that demonstrate positive environmental and social performance and positive governance as they address corporate responsibility and sustainability challenges.

Management Analysis Update

Performance Analysis Update