Columbia Select Mid Cap Value Fund (NAMAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NAMAX
NAMAX charges 0.88% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among NAMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | NAMAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NAMAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | NAMAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | NAMAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | NAMAX vs VMVIX |
Best Risk-Adjusted Alternatives to NAMAX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | NAMAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | NAMAX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | NAMAX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | NAMAX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | NAMAX vs VVOAX |
Top Performing NAMAX Alternatives (YTD)
NAMAX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | NAMAX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | NAMAX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | NAMAX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | NAMAX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | NAMAX vs HWMIX |
Lowest Volatility Alternatives to NAMAX
NAMAX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | NAMAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | NAMAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | NAMAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | NAMAX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | NAMAX vs RSVAX |
Lowest Drawdown Alternatives to NAMAX
NAMAX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | NAMAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | NAMAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | NAMAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | NAMAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | NAMAX vs CISMX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With NAMAX
What investors most often compare with NAMAX, 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.