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Columbia Small Cap Index Fund Institutional Class (NMSCX)
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18/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.18B
Columbia Small Cap Index Z
23.02
-0.97
-4.04%
- Overview
- Profile
- Historical Data
- Holdings
NMSCX Overview
On this page you'll find an in-depth profile of Columbia Small Cap Index Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of NMSCX among other information.
Investment Strategy
The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) SmallCap 600® Index. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P SmallCap 600 Index. The Investment Manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.
Contact Information
Address
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Phone
+1 8003456611
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Christopher Lo | Portfolio Manager | 2014 | Now |
| Biography | Chris Lo is a senior portfolio manager on the Indexed and Tax Efficient Portfolio Solutions group for Columbia Threadneedle Investments. He leads the Indexed Portfolio Solutions team and is responsible the management of Columbia Threadneedle Equity Exchange Traded Funds and Index Mutual Funds. Mr. Lo joined one of the Columbia Threadneedle Investments legacy firms as senior vice president in 1998 where he held the position of portfolio manager. Previously, Mr. Lo was a senior consultant at KPMG Peat Marwick, LLP. Prior to that, Mr. Lo was an analyst at Deloitte and Touche, LLP. He has been a member of the investment community since 1998. Mr. Lo received a B.S. and an M.E. from Rensselaer Polytechnic Institute and an MBA from New York University, Stern School of Business. He also received his doctoral degree in Professional Studies (DPS) from Pace University, with a concentration in Finance and International Economics. He is a member of the New York Society of Securities Analysts and holds the Chartered Financial Analyst® designation. | ||
| Kaiyu Zhao | Portfolio Manager | 2020 | 2024 |
| Biography | Kaiyu Zhao is a portfolio analyst on the Indexed and Tax Efficient Portfolio Solutions group for Columbia Threadneedle Investments. Kaiyu Zhao joined Columbia Threadneedle Investments in 2017. In his role, he is responsible for the management of Index Mutual Funds, conducting Index research and assisting portfolio managers with Separately Managed Accounts. Mr. Zhao received a B.A. from George Washington University in Economics and International Affairs and a M.Eng from Cornell University in Financial Engineering. Mr. Zhao is a CFA Level III candidate. | ||
| Christopher Rowe | - | 2020 | 2022 |
| Biography | Mr. Rowe joined the Columbia in 2019. Prior to joining the Investment Manager, Mr. Rowe was a supervisor at Manulife Investment Management from 2015 to 2018 and an officer at the State Street Corporation from 2011 to 2015. Mr. Rowe began his investment career in 2011 and earned a B.S. in Finance from the University of Massachusetts, Dartmouth. | ||
| Vadim Shteyn | Portfolio Manager | 2011 | 2020 |
| Biography | Mr. Shteyn joined one of the Columbia Management legacy firms or acquired business lines in 2006. Mr. Shteyn began his investment career in 2006. | ||
| Alfred F. Alley | Assistant Vice President | 2009 | 2014 |
| Biography | Mr. Alley joined the Columbia Management Investment Advisers, LLC in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 2005. Mr. Alley began his investment career in 2000 and earned a B.S. from Northeastern University. | ||
| Cheryl D'Hollander | Director | 2009 | 2010 |
| Biography | Hollander is a Director of the Columbia Management Advisors LLC. Hollander associated with the Columbia Management Advisors LLC or its predecessors as an investment professional since 2003. | ||
| Peter S. Joo | Vice President | 2009 | 2009 |
| Biography | Joo is a Vice President of Columbia Management Investment Adv LLC. He associated with Columbia Management Investment Adv LLC or its predecessors as an investment professional since 2005. Prior to 2005, Joo was a trader and analyst at Lehman Brothers from 1998 to 2005. | ||
| Vikram Kuriyan | Managing Director | 2000 | 2009 |
| Biography | Kuriyan has served each portfolio since August 2004 and has been a managing director and head of the Quantitative Strategies Group at Columbia Management Advisors since 2000. He has been in the investment community since 1986. Kuriyan holds the Chartered Financial Analyst designation. | ||
| Management Team | - | 1998 | 1999 |
| Biography | Team Managed | ||
| Greg W. Golden | President | 1996 | 1998 |
| Biography | Senior Portfolio Manager, Golden Capital Equity Greg Golden is a senior portfolio manager for Golden Capital Equity at Wells Fargo Asset Management (WFAM). He joined WFAM in 2017 from Golden Capital Management, LLC., where he served as a founding partner and president since 1999. Prior to joining the firm, Greg served as senior vice president of structured products at NationsBank and data communications analyst for Sovran Bank, where he began his investment industry career in 1990. Greg holds a bachelor’s degree in business finance from Belmont University and has earned the right to use the CFA designation. | ||
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