CPXRX Mutual Fund

CPXRX Mutual Fund (Columbia Mid Cap Index Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $476.6M in net assets. CPXRX expense ratio is 0.20%, holding 401 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2012-11-08.

CPXRX performance shows a YTD return of 11.82%. The 1-year return is 14.18% and the 5-year return is 7.00%. CPXRX dividend yield stands at 1.23%, paid semi-annually.

CPXRX top holdings include Columbia Short Term Cash Fund (1.6%), Okta Inc Class A (1.0%), Technipfmc Ltd (0.8%), United Therapeutics Corp (0.7%), Entegris Inc Common Stock Usd 0.01 (0.7%). Go to all CPXRX holdings, CPXRX sectors, or CPXRX dividends.

CPXRX can be compared against other funds. Use CPXRX overlap to find shared positions, or CPXRX vs another fund for a side-by-side view. CPXRX alternatives are available via the screener, along with tax-loss harvesting opportunities.