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Columbia Small Cap Index Inst2 (CXXRX)

20.49
-1.57
(-7.12%)
At close: 8:03:44 PM EDT
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  • Previous Close 22.06
  • YTD Return -3.02%
  • Expense Ratio 0.20%
  • Category Small Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.74B
  • Beta (5Y Monthly) 1.14
  • Yield 1.41%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.37
  • Inception Date Oct 15, 1996

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 SmallCap 600 Index. The Investment 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. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.

Columbia Threadneedle

Fund Family

Small Blend

Fund Category

2.74B

Net Assets

1996-10-15

Inception Date

Performance Overview: CXXRX

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Trailing returns as of 4/2/2025. Category is Small Blend.

YTD Return

CXXRX
3.02%
Category
20.19%
 

1-Year Return

CXXRX
6.05%
Category
60.18%
 

3-Year Return

CXXRX
2.77%
Category
11.32%
 

5-Year Return

CXXRX
10.56%
Category
13.88%
 

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Holdings: CXXRX

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Sector Weightings

SectorCXXRX
Industrials   17.76%
Technology   12.66%
Healthcare   10.79%
Real Estate   9.51%
Energy   4.44%
Utilities   1.78%

Recent News: CXXRX

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Research Reports: CXXRX

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