Columbia Small Cap Index Fund Institutional 3 Class
CSPYX
NASDAQ
| Weiss Ratings | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Christopher Lo (11), Shirley Wang (1) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Small Cap Index Fund Institutional 3 Class | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Mar 01, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.20% | |||
| Dividend | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.64% | |||
| Asset Allocation | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.18% | |||
| Stock | 100.18% | |||
| U.S. Stock | 99.54% | |||
| Non-U.S. Stock | 0.64% | |||
| 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 | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.42% | |||
| 30-Day Total Return | 3.72% | |||
| 60-Day Total Return | -2.10% | |||
| 90-Day Total Return | -2.05% | |||
| Year to Date Total Return | 18.89% | |||
| 1-Year Total Return | 22.04% | |||
| 2-Year Total Return | 26.47% | |||
| 3-Year Total Return | 68.10% | |||
| 5-Year Total Return | 35.16% | |||
| Price | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $22.84 | |||
| 1-Month Low NAV | $21.78 | |||
| 1-Month High NAV | $22.84 | |||
| 52-Week Low NAV | $20.59 | |||
| 52-Week Low NAV (Date) | Dec 31, 2025 | |||
| 52-Week High NAV | $24.65 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.13 | |||
| Standard Deviation | 19.09 | |||
| Balance Sheet | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.43B | |||
| Operating Ratios | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.20% | |||
| Turnover Ratio | 22.00% | |||
| Performance | CSPYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 30.94% | |||
| Last Bear Market Total Return | -14.16% | |||