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Morningstar

Columbia Small Cap Index Inst2 CXXRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 23.89  /  +0.08 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.35%
  • Turnover 16%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CXXRX

Will CXXRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CXXRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CXXRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CXXRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Small Cap Index Inst2 retains its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CXXRX

More CXXRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Small-Cap ETF

1.32 43.6 Mil
—

RUSSELL 2000 EMINI CME JUN 24

0.79 26.3 Mil
—

Columbia Short-Term Cash

0.64 21.3 Mil
Cash and Equivalents

Ensign Group Inc

0.58 19.2 Mil
Healthcare

Fabrinet

0.57 18.8 Mil
Technology

SPS Commerce Inc

0.56 18.6 Mil
Technology

ATI Inc

0.54 17.9 Mil
Industrials

Meritage Homes Corp

0.53 17.6 Mil
Consumer Cyclical

Abercrombie & Fitch Co Class A

0.52 17.4 Mil
Consumer Cyclical

Mueller Industries Inc

0.51 16.8 Mil
Industrials