The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Columbia Large Cap Index Inst NINDX
- NAV / 1-Day Return 57.57 / +0.12 %
- Total Assets 3.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.200%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.26%
- Turnover 7%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0
Morningstar’s Analysis NINDX
Will NINDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.73 | 221.8 Mil | Technology |
Apple Inc | 5.75 | 189.5 Mil | Technology |
NVIDIA Corp | 4.97 | 163.6 Mil | Technology |
Amazon.com Inc | 3.72 | 122.6 Mil | Consumer Cyclical |
Alphabet Inc Class A | 2.23 | 73.5 Mil | Communication Services |
Meta Platforms Inc Class A | 2.20 | 72.5 Mil | Communication Services |
Alphabet Inc Class C | 1.89 | 62.3 Mil | Communication Services |
Columbia Short-Term Cash | 1.74 | 57.2 Mil | Cash and Equivalents |
E-mini S&P 500 Future June 24 | 1.70 | 56.0 Mil | — |
Berkshire Hathaway Inc Class B | 1.68 | 55.3 Mil | Financial Services |