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Columbia Small Cap Index Fund Institutional Class (NMSCX)

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Keadaan

Frekuensi

Sekali
%

Frekuensi

Frekuensi

Kaedah Penyampaian

Status

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio
Tambah ke Senarai Lihat
Tambah Kedudukan

Kedudukan berjaya ditambah ke:

Sila namakan portfolio pegangan anda
 
23.02 -0.97    -4.04%
18/12 - Data Tertunda. Matawang dalam USD
Jenis:  Dana
Pasaran:  Amerika Syarikat
Penerbit:  Columbia
Kelas Aset:  Ekuiti
  • Penarafan Morningstar:
  • Jumlah Aset: 1.18B
Columbia Small Cap Index Z 23.02 -0.97 -4.04%

Tinjauan NMSCX

 
Di laman ini anda akan mendapat profil terperinci Columbia Small Cap Index Fund Institutional Class. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi NMSCX antara maklumat lain.
Kategori

Small Blend

Jumlah Aset

1.18B

Perbelanjaan

0.20%

Tarikh Permulaan

35353

Maklumat Untuk Dihubungi

Alamat P.O. Box 8081
Boston,MA 02266-8081
United States
Telefon +1 8003456611

Eksekutif Tinggi

Nama Tajuk Sejak Sehingga
Christopher Lo Portfolio Manager 2014 now
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi Team Managed
Greg W. Golden President 1996 1998
Biografi 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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