Columbia Select Mid Cap Value Fund (NAMAX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NAMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NAMAX
NAMAX charges 0.88% annually. There are 51 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | NAMAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | NAMAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | NAMAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | NAMAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | NAMAX vs VMVIX |
Best Risk-Adjusted Alternatives to NAMAX
NAMAX has a PortfoliosLab risk / return rank of 87. There are 2 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 91 | — | Nov 2001 | NAMAX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | NAMAX vs HAMVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | NAMAX vs FIUSX | |
| Invesco Value Opportunities Fund | 85 | — | Jun 2001 | NAMAX vs VVOAX | |
| RBB Free Market U.S. Equity Fund | 84 | — | Dec 2007 | NAMAX vs FMUEX |
Top Performing NAMAX Alternatives (YTD)
NAMAX is at 21.17% YTD. There are 15 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | NAMAX vs FSLSX | |
| Invesco Value Opportunities Fund | 24.13% | — | Jun 2001 | NAMAX vs VVOAX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.07% | — | Jul 1995 | NAMAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 23.90% | — | Sep 1996 | NAMAX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 23.77% | — | Aug 1986 | NAMAX vs FASPX |
Lowest Volatility Alternatives to NAMAX
NAMAX has 14.25% 1-year volatility. There are 54 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 11.58% | — | Dec 2013 | NAMAX vs NMAVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | NAMAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | NAMAX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | NAMAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.98% | — | Mar 2004 | NAMAX vs ACLAX |
Lowest Drawdown Alternatives to NAMAX
NAMAX has a 1-year max drawdown of -8.49%. There are 32 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | NAMAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | NAMAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | NAMAX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | NAMAX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | NAMAX vs FRNKX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | NAMAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | NAMAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | NAMAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | NAMAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | NAMAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | NAMAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 79 | 31.20% | — | Nov 2000 | NAMAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 8.24% | — | Dec 1992 | NAMAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 5.48% | — | Sep 1991 | NAMAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 26 | 1.13% | — | Mar 2008 | NAMAX vs COSZX |
Often Compared With NAMAX
Investors most often compare NAMAX with FXAIX, UMCVX, PZVMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NAMAX with Any Fund or Stock
Compare NAMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NAMAX with funds that move differently
Columbia Select Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NAMAX.
Explore NAMAX Diversifiers