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Columbia Large Cap Index Inst NINDX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 59.11  /  −0.71 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.22%
  • Turnover 7%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 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.

Columbia Large Cap Index Inst retains 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 cheapest fee quintile among peers.

Rated on Published on

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Portfolio Holdings NINDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.18 255.7 Mil
Technology

NVIDIA Corp

6.57 233.9 Mil
Technology

Apple Inc

6.56 233.7 Mil
Technology

Amazon.com Inc

3.83 136.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.39 85.1 Mil
Communication Services

Alphabet Inc Class A

2.31 82.4 Mil
Communication Services

Alphabet Inc Class C

1.94 69.0 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.59 56.7 Mil
Financial Services

Eli Lilly and Co

1.56 55.6 Mil
Healthcare

Broadcom Inc

1.51 53.8 Mil
Technology