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Morningstar

Columbia Large Cap Index Inst NINDX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 50.37  /  0.12 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.41%
  • Turnover 9%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:18 PM GMT+0

Morningstar’s Analysis NINDX

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

People Pillar

The People Pillar is our evaluation of the NINDX 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 NINDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite Columbia Large Cap Index Inst’s middling Parent Pillar rating, strength in the Process Pillar helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NINDX

More NINDX Holdings
  • Current Portfolio Date
  • Equity Holdings 503
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.21
210,268,644
Technology

Microsoft Corp

6.53
190,571,255
Technology

Amazon.com Inc

2.68
78,330,264
Consumer Cyclical

NVIDIA Corp

1.95
56,877,125
Technology

Alphabet Inc Class A

1.83
53,268,763
Communication Services

Berkshire Hathaway Inc Class B

1.69
49,322,583
Financial Services

Alphabet Inc Class C

1.60
46,817,920
Communication Services

Meta Platforms Inc Class A

1.53
44,568,065
Communication Services

Exxon Mobil Corp

1.39
40,604,466
Energy

UnitedHealth Group Inc

1.31
38,309,699
Healthcare