Morningstar

Columbia Small Cap Index Fund Institutional 3 Class CSPYX

Medalist Rating as of Aug 31, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) SmallCap 600® Index. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P SmallCap 600 Index. The Investment Manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NMSAX	Columbia Small Cap Index Fund Class A	No Load	Open			Oct 15, 1996	$608.39M	0.450%	Low	$2,000	−$118.48M
NMSCX	Columbia Small Cap Index Fund Institutional Class	Institutional	Open			Oct 15, 1996	$1.03B	0.200%	Low	$2,000	−$140.31M
CXXRX	Columbia Small Cap Index Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$481.18M	0.200%	Low	$0	−$144.60M
CSPYX	Columbia Small Cap Index Fund Institutional 3 Class	Institutional	Open			Mar 1, 2017	$241.64M	0.200%	Low	$1M	−$59.56M

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