Morningstar

Columbia Mid Cap Index Fund Institutional 2 Class CPXRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.11  /  +0.88 %
  • Total Assets 2.4B
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.11%
  • Turnover 16%

USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CPXRX

Will CPXRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPXRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPXRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CPXRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Mid Cap Index Inst2 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CPXRX

More CPXRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P MidCap 400 Future Sept 26

1.54 38M
—

Columbia Short-Term Cash

1.40 35M
Cash and Equivalents

Illumina Inc

0.86 21M
Healthcare

Twilio Inc Class A

0.83 21M
Technology

TechnipFMC PLC

0.79 20M
Energy

Curtiss-Wright Corp

0.74 18M
Industrials

Carpenter Technology Corp

0.72 18M
Industrials

ATI Inc

0.71 18M
Industrials

nVent Electric PLC

0.69 17M
Industrials

Everpure Inc Class A

0.67 17M
Technology

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