Columbia Small Cap Index Fund Institutional 2 Class
CXXRX
NASDAQ
| Weiss Ratings | CXXRX-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 | CXXRX-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 | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Small Cap Index Fund Institutional 2 Class | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| 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 | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.10% | |||
| Dividend | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.64% | |||
| Asset Allocation | CXXRX-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 | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.44% | |||
| 30-Day Total Return | 3.75% | |||
| 60-Day Total Return | -2.10% | |||
| 90-Day Total Return | -2.02% | |||
| Year to Date Total Return | 18.90% | |||
| 1-Year Total Return | 22.06% | |||
| 2-Year Total Return | 26.45% | |||
| 3-Year Total Return | 68.14% | |||
| 5-Year Total Return | 35.17% | |||
| Price | CXXRX-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 | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $25.15 | |||
| 1-Month Low NAV | $23.97 | |||
| 1-Month High NAV | $25.15 | |||
| 52-Week Low NAV | $22.50 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $26.97 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.13 | |||
| Standard Deviation | 19.11 | |||
| Balance Sheet | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.43B | |||
| Operating Ratios | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.20% | |||
| Turnover Ratio | 22.00% | |||
| Performance | CXXRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 30.98% | |||
| Last Bear Market Total Return | -14.19% | |||