Morningstar

Columbia Mid Cap Index Fund Institutional 2 Class CPXRX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $15.68  /  −1.32 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.200%
  • Net Expense Ratio 0.200%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.15%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis CPXRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Mid Cap Index Inst2 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
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Portfolio Holdings CPXRX

More CPXRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P MidCap 400 Future Sept 26

1.41 35M
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Columbia Short-Term Cash

1.22 30M
Cash and Equivalents

Twilio Inc Class A

0.99 24M
Technology

Illumina Inc

0.90 22M
Healthcare

TechnipFMC PLC

0.86 21M
Energy

Everpure Inc Class A

0.81 20M
Technology

Okta Inc Class A

0.80 20M
Technology

ATI Inc

0.77 19M
Industrials

nVent Electric PLC

0.68 17M
Industrials

Carpenter Technology Corp

0.66 16M
Industrials

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