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.
Columbia Mid Cap Index Fund Institutional 2 Class CPXRX
- NAV / 1-Day Return 16.67 / +0.18 %
- Total Assets 2.5B
-
Adj. Expense Ratio
0.200%
- Expense Ratio 0.200%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.08%
- Turnover 16%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CPXRX
Will CPXRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
E-mini S&P MidCap 400 Future June 26 | 1.27 | 32M | — |
Columbia Short-Term Cash | 1.09 | 27M | Cash and Equivalents |
Flex Ltd | 0.97 | 24M | Technology |
TechnipFMC PLC | 0.88 | 22M | Energy |
Curtiss-Wright Corp | 0.77 | 19M | Industrials |
XPO Inc | 0.75 | 19M | Industrials |
United Therapeutics Corp | 0.71 | 18M | Healthcare |
Fabrinet | 0.71 | 18M | Technology |
MasTec Inc | 0.70 | 18M | Industrials |
nVent Electric PLC | 0.67 | 17M | Industrials |
United States