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Columbia Large Cap Index Inst3 (CLPYX)

55.20
+0.21
+(0.38%)
At close: 8:00:25 PM EDT
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  • Previous Close 54.99
  • YTD Return 1.41%
  • Expense Ratio 0.20%
  • Category Large Blend
  • Last Cap Gain 72.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.48B
  • Beta (5Y Monthly) 1.00
  • Yield 1.20%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.75
  • Inception Date Dec 15, 1993

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index (the index). In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.

Columbia Threadneedle

Fund Family

Large Blend

Fund Category

3.48B

Net Assets

1993-12-15

Inception Date

Performance Overview: CLPYX

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Trailing returns as of 3/31/2025. Category is Large Blend.

YTD Return

CLPYX
1.41%
Category
5.31%
 

1-Year Return

CLPYX
18.14%
Category
20.31%
 

3-Year Return

CLPYX
12.35%
Category
6.48%
 

5-Year Return

CLPYX
16.63%
Category
11.78%
 

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Holdings: CLPYX

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Sector Weightings

SectorCLPYX
Technology   32.03%
Healthcare   10.78%
Industrials   7.33%
Energy   3.30%
Utilities   2.57%
Real Estate   2.19%

Recent News: CLPYX

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Research Reports: CLPYX

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