Morningstar

Columbia Large Cap Index Fund Institutional 3 Class CLPYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 55.15  /  +0.88 %
  • Total Assets 3.0B
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.02%
  • Turnover 5%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CLPYX

Will CLPYX 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 CLPYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CLPYX

More CLPYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.46 227M
Technology

Apple Inc

6.54 199M
Technology

Microsoft Corp

4.26 130M
Technology

Amazon.com Inc

3.59 109M
Consumer Cyclical

Alphabet Inc Class A

3.22 98M
Communication Services

Broadcom Inc

2.75 84M
Technology

Alphabet Inc Class C

2.57 78M
Communication Services

Micron Technology Inc

2.00 61M
Technology

Meta Platforms Inc Class A

1.90 58M
Communication Services

Tesla Inc

1.82 55M
Consumer Cyclical

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