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% | 37.20B | 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 92. There are 3 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | NAMAX vs HNMVX | |
| Harbor Mid Cap Value Fund | 97 | — | Mar 2002 | NAMAX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | NAMAX vs NCBVX | |
| Fidelity Advisor Value Strategies Fund Class I | 92 | — | Jul 1995 | NAMAX vs FASOX | |
| Fidelity Mid Cap Value K6 Fund | 91 | — | May 2017 | NAMAX vs FCMVX |
Top Performing NAMAX Alternatives (YTD)
NAMAX is at 25.23% YTD. There are 11 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 28.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 28.77% | — | Dec 1983 | NAMAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 28.73% | — | Jul 1995 | NAMAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.54% | — | Sep 1996 | NAMAX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.35% | — | Aug 1986 | NAMAX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 27.96% | — | Aug 2001 | NAMAX vs FVCSX |
Lowest Volatility Alternatives to NAMAX
NAMAX has 14.16% 1-year volatility. There are 56 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.35% | 37.20B | Sep 2011 | NAMAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.36% | — | Aug 2006 | NAMAX vs VMVIX | |
| Principal MidCap Value Fund I | 11.76% | — | Dec 2003 | NAMAX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.79% | — | Mar 2004 | NAMAX vs ACLAX | |
| American Century Mid Cap Value Fund | 11.79% | 5.65B | Mar 2004 | NAMAX vs ACMVX |
Lowest Drawdown Alternatives to NAMAX
NAMAX has a 1-year max drawdown of -8.49%. There are 33 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 | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | NAMAX vs HNMVX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, CDDYX and span 9 categories.
Often Compared With NAMAX
Investors most often compare NAMAX with UMCVX, FXAIX, 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