C
Columbia Small Cap Index Fund Institutional 2 Class CXXRX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CXXRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
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 (0)
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 1.13%
Dividend CXXRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 1.73%
Asset Allocation CXXRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash -0.20%
Stock 100.19%
U.S. Stock 99.60%
Non-U.S. Stock 0.59%
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 1.42%
30-Day Total Return -2.76%
60-Day Total Return -1.09%
90-Day Total Return 3.38%
Year to Date Total Return 4.43%
1-Year Total Return 28.56%
2-Year Total Return 19.83%
3-Year Total Return 35.47%
5-Year Total Return 22.56%
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 $23.53
1-Month Low NAV $22.58
1-Month High NAV $24.34
52-Week Low NAV $18.78
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $24.74
52-Week High Price (Date) Feb 10, 2026
Beta / Standard Deviation CXXRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 1.22
Standard Deviation 19.02
Balance Sheet CXXRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 2.39B
Operating Ratios CXXRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 0.20%
Turnover Ratio 23.00%
Performance CXXRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 22.01%
Last Bear Market Total Return -14.19%