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Columbia Small Cap Index Inst NMSCX

Analyst rating as of
NAV / 1-Day Return
25.16  /  2.44 %
Total Assets
3.7 Bil
Adj. Expense Ratio
0.200%
Expense Ratio
0.200%
Fee Level
Low
Longest Manager Tenure
7.45 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.21%
Turnover
Premium

Morningstar’s Analysis

Will NMSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Well-constructed small-cap portfolio.

Associate Analyst

Summary

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Columbia Small Cap Index fund provides broadly diversified, low-turnover exposure to U.S. small caps. Despite having a well-constructed portfolio, small-cap stocks are less widely followed, more volatile, less frequently traded, and more prone to mispricing than large caps. The fund’s A share class maintains a Morningstar Analyst Rating of Bronze, while its cheaper share classes have earned an upgrade to Silver.

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