Nasdaq - Delayed Quote USD

Columbia Large Cap Index Inst2 (CLXRX)

63.39
+0.01
+(0.02%)
At close: February 14 at 8:01:58 PM EST
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DELL
  • Previous Close 63.38
  • YTD Return 2.76%
  • Expense Ratio 0.20%
  • Category Large Blend
  • Last Cap Gain 72.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.53B
  • Beta (5Y Monthly) 1.00
  • Yield 1.13%
  • 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

3.53B

Net Assets

1993-12-15

Inception Date

Performance Overview: CLXRX

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Trailing returns as of 2/14/2025. Category is Large Blend.

YTD Return

CLXRX
2.76%
Category
5.31%
 

1-Year Return

CLXRX
26.09%
Category
20.31%
 

3-Year Return

CLXRX
11.71%
Category
6.48%
 

5-Year Return

CLXRX
14.95%
Category
11.78%
 

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Holdings: CLXRX

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Sector Weightings

SectorCLXRX
Technology   33.72%
Healthcare   10.10%
Industrials   7.26%
Energy   3.16%
Utilities   2.51%
Real Estate   2.10%

Recent News: CLXRX

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Research Reports: CLXRX

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