Nasdaq - Delayed Quote USD

Columbia Mid Cap Index Inst2 (CPXRX)

14.58
-0.06
(-0.41%)
At close: May 30 at 8:04:07 PM EDT
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  • Previous Close 14.64
  • YTD Return -8.28%
  • Expense Ratio 0.20%
  • Category Mid-Cap Blend
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.33B
  • Beta (5Y Monthly) 1.15
  • Yield 1.43%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.22
  • Inception Date Nov 8, 2012

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 MidCap 400 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 manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses.

Columbia Threadneedle

Fund Family

Mid-Cap Blend

Fund Category

2.33B

Net Assets

2012-11-08

Inception Date

Performance Overview: CPXRX

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Trailing returns as of 5/29/2025. Category is Mid-Cap Blend.

YTD Return

CPXRX
8.28%
Category
17.04%
 

1-Year Return

CPXRX
0.98%
Category
50.44%
 

3-Year Return

CPXRX
6.01%
Category
13.15%
 

5-Year Return

CPXRX
13.12%
Category
13.75%
 

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Holdings: CPXRX

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Sector Weightings

SectorCPXRX
Industrials   20.78%
Technology   13.22%
Healthcare   9.42%
Real Estate   7.89%
Energy   3.84%
Utilities   2.82%

Recent News: CPXRX

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Research Reports: CPXRX

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