Morningstar

Columbia U.S. Treasury Index Fund Institutional 2 Class CUTRX

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

Strategy

The investment seeks total return that corresponds to the total return of the FTSE USBIG Treasury Index, before fees and expenses. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that comprise the FTSE USBIG Treasury Index (the index). The index is an unmanaged index composed of U.S. Treasury notes and bonds with remaining maturities of at least one year and outstanding principal of at least $5 billion and which are included in the FTSE U.S. Broad Investment-Grade Bond Index.

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
LUTAX	Columbia U.S. Treasury Index Fund Class A	No Load	Open			Nov 25, 2002	$28.97M	0.320%	Average	$2,000	−$12.16M
IUTIX	Columbia U.S. Treasury Index Fund Institutional Class	Institutional	Open			Jun 4, 1991	$413.57M	0.170%	Below Average	$2,000	−$24.55M
CUTRX	Columbia U.S. Treasury Index Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$14.89M	0.170%	Below Average	$0	−$3.77M
CUTYX	Columbia U.S. Treasury Index Fund Institutional 3 Class	Institutional	Open			Mar 1, 2017	$139.32M	0.170%	Below Average	$1M	−$161.55M

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