Morningstar

Columbia Small Cap Index Fund Institutional 2 Class CXXRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 25.61  /  +1.13 %
  • Total Assets 2.7B
  • 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 0
  • Status Open
  • TTM Yield 1.02%
  • Turnover 22%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 10:53 PM GMT+0

Morningstar’s Analysis CXXRX

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

  • People Pillar

    The People Pillar is our evaluation of the CXXRX 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 CXXRX’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 Inst2 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 CXXRX

More CXXRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini Russell 2000 Index Future Sept 26

0.78 21M
—

iShares Core S&P Small-Cap ETF

0.73 20M
—

FormFactor Inc

0.67 18M
Technology

Viasat Inc

0.65 18M
Technology

Molina Healthcare Inc

0.64 17M
Healthcare

Argan Inc

0.60 16M
Industrials

BrightSpring Health Services Inc

0.59 16M
Healthcare

Element Solutions Inc

0.59 16M
Basic Materials

MaxLinear Inc

0.58 16M
Technology

Columbia Short-Term Cash

0.56 15M
Cash and Equivalents

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