CSPYX Mutual Fund
CSPYX Mutual Fund
Columbia Small Cap Index Fund Institutional Class III
CSPYX Mutual Fund Overview
CSPYX Mutual Fund (Columbia Small Cap Index Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $264.0M in net assets. CSPYX expense ratio is 0.20%, holding 608 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-03-01.
CSPYX performance shows a YTD return of 22.54%. The 1-year return is 37.31% and the 5-year return is 6.66%. CSPYX dividend yield stands at 14.36%, paid semi-annually.
CSPYX top holdings include Forward Foreign Currency Contract (0.9%), Solstice Advanced Materials Inc (0.8%), IShares Core S&P Small Cap ETF (0.7%), Moog Inc Class A (0.6%), Interdigital Inc (0.6%). View all CSPYX holdings, sector breakdown, or dividend history.
CSPYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSPYX alternatives are available via the screener, along with tax-loss harvesting opportunities.