CPXRX Mutual Fund
CPXRX Mutual Fund
Columbia Mid Cap Index Fund Institutional II Class
CPXRX Mutual Fund Overview
CPXRX Mutual Fund (Columbia Mid Cap Index Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $511.7M in net assets. CPXRX expense ratio is 0.20%, holding 402 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2012-11-08.
CPXRX performance shows a YTD return of 15.67%. The 1-year return is 25.65% and the 5-year return is 8.86%. CPXRX dividend yield stands at 9.75%, paid semi-annually.
CPXRX top holdings include Lumentum Holdings Inc (1.4%), Columbia Short Term Cash Fund (1.2%), Coherent, Inc (1.2%), Technipfmc Ltd (0.8%), Curtiss-wright Corp (0.7%). View all CPXRX holdings, sector breakdown, or dividend history.
CPXRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPXRX alternatives are available via the screener, along with tax-loss harvesting opportunities.