Columbia Mid Cap Index Fund Institutional 2 Class
CPXRX
NASDAQ
| Weiss Ratings | CPXRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CPXRX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Christopher Lo (11), Shirley Wang (0) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CPXRX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Mid Cap Index Fund Institutional 2 Class | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Nov 08, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CPXRX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.10% | |||
| Dividend | CPXRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.37% | |||
| Asset Allocation | CPXRX-NASDAQ | Click to Compare |
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| Cash | -0.17% | |||
| Stock | 100.17% | |||
| U.S. Stock | 97.52% | |||
| Non-U.S. Stock | 2.65% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CPXRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.38% | |||
| 30-Day Total Return | 4.15% | |||
| 60-Day Total Return | 13.68% | |||
| 90-Day Total Return | 4.48% | |||
| Year to Date Total Return | 13.14% | |||
| 1-Year Total Return | 25.67% | |||
| 2-Year Total Return | 29.51% | |||
| 3-Year Total Return | 58.91% | |||
| 5-Year Total Return | 46.06% | |||
| Price | CPXRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CPXRX-NASDAQ | Click to Compare |
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| Nav | $16.78 | |||
| 1-Month Low NAV | $16.07 | |||
| 1-Month High NAV | $16.79 | |||
| 52-Week Low NAV | $14.23 | |||
| 52-Week Low NAV (Date) | Jun 13, 2025 | |||
| 52-Week High NAV | $16.79 | |||
| 52-Week High Price (Date) | May 26, 2026 | |||
| Beta / Standard Deviation | CPXRX-NASDAQ | Click to Compare |
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| Beta | 1.09 | |||
| Standard Deviation | 16.65 | |||
| Balance Sheet | CPXRX-NASDAQ | Click to Compare |
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| Total Assets | 2.51B | |||
| Operating Ratios | CPXRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.20% | |||
| Turnover Ratio | 16.00% | |||
| Performance | CPXRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.71% | |||
| Last Bear Market Total Return | -15.42% | |||