Morningstar

Columbia Small Cap Index Fund Institutional 3 Class CSPYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 23.33  /  0.00
  • Total Assets 2.6B
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.11%
  • Turnover 22%

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

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 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini Russell 2000 Index Future June 26

0.98 25M
—

Sanmina Corp

0.82 21M
Technology

Semtech Corp

0.82 21M
Technology

Columbia Short-Term Cash

0.76 20M
Cash and Equivalents

iShares Core S&P Small-Cap ETF

0.71 18M
—

Viavi Solutions Inc

0.65 17M
Technology

Viasat Inc

0.63 16M
Technology

Lumen Technologies Inc Ordinary Shares

0.60 15M
Communication Services

FormFactor Inc

0.56 14M
Technology

Element Solutions Inc

0.56 14M
Basic Materials

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