Morningstar

Columbia Mid Cap Index Fund Institutional 3 Class CMDYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $14.58  /  +1.18 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.200%
  • Net Expense Ratio 0.200%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.25%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis CMDYX

Will CMDYX 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 CMDYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMDYX 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 CMDYX’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 Inst3 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 CMDYX

More CMDYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P MidCap 400 Future Dec 26

1.92 45M
—

Columbia Short-Term Cash

1.68 39M
Cash and Equivalents

Twilio Inc Class A

1.30 30M
Technology

Okta Inc Class A

1.01 23M
Technology

TechnipFMC PLC

0.77 18M
Energy

nVent Electric PLC

0.75 17M
Industrials

ATI Inc

0.75 17M
Industrials

Entegris Inc

0.68 16M
Technology

United Therapeutics Corp

0.67 16M
Healthcare

XPO Inc

0.60 14M
Industrials

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