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Morningstar

Columbia Mid Cap Index Inst NMPAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.04  /  2.41 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.33%
  • Turnover 12%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis NMPAX

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

People Pillar

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

Columbia Mid 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NMPAX

More NMPAX Holdings
  • Current Portfolio Date
  • Equity Holdings 401
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P MidCap 400 Future Dec 23

1.87
42,276,780
—

Columbia Short-Term Cash

1.76
39,989,352
Cash and Equivalents

Jabil Inc

0.74
16,805,671
Technology

Deckers Outdoor Corp

0.72
16,315,859
Consumer Cyclical

Reliance Steel & Aluminum Co

0.69
15,575,433
Basic Materials

Builders FirstSource Inc

0.63
14,188,230
Industrials

Carlisle Companies Inc

0.59
13,262,736
Industrials

Graco Inc

0.58
13,138,017
Industrials

Equity Lifestyle Properties Inc

0.57
12,816,327
Real Estate

Ovintiv Inc

0.56
12,733,008
Energy