Morningstar

Columbia Small Cap Index Fund Institutional 3 Class CSPYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $21.78  /  −1.54 %
  • Fund Size $2.4B
  • Adjusted Expense Ratio 0.200%
  • Net Expense Ratio 0.200%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.20%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis CSPYX

Will CSPYX outperform in the 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 CSPYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSPYX 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 CSPYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Small Cap Index Inst3 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CSPYX

More CSPYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini Russell 2000 Index Future Sept 26

1.03 27M
—

Columbia Short-Term Cash

0.83 22M
Cash and Equivalents

iShares Core S&P Small-Cap ETF

0.74 19M
—

Corcept Therapeutics Inc

0.60 16M
Healthcare

Glaukos Corp

0.58 15M
Healthcare

Paycom Software Inc

0.55 14M
Technology

Brinker International Inc

0.54 14M
Consumer Cyclical

Match Group Inc Ordinary Shares - New

0.52 14M
Communication Services

Jackson Financial Inc

0.51 13M
Financial Services

Viasat Inc

0.50 13M
Technology

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