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Columbia Mid Cap Index A NTIAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.43  /  0.69 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.08%
  • Turnover 12%

Morningstar’s Analysis NTIAX

Will NTIAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Columbia Mid Cap Index A retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings NTIAX

  • Current Portfolio Date
  • Equity Holdings 401
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.98
24,520,943
Technology

E-mini S&P MidCap 400 Future Mar 24

0.83
20,849,080

Columbia Short-Term Cash

0.80
20,156,753
Cash and Equivalents
0.77
19,359,555
Consumer Cyclical
0.65
16,373,975
Basic Materials
0.61
15,271,779
Industrials
0.60
14,993,410
Technology
0.60
14,906,282
Technology
0.57
14,371,770
Industrials
0.55
13,765,360
Utilities