CXXRX Mutual Fund (Columbia Small Cap Index Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $578.0M in net assets. CXXRX expense ratio is 0.20%, holding 608 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2012-11-08.

CXXRX performance shows a YTD return of 22.53%. The 1-year return is 37.29% and the 5-year return is 6.69%. CXXRX dividend yield stands at 13.04%, paid semi-annually.

CXXRX top holdings include U.S. Treasury 1.00% 7/31/2028 (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 CXXRX holdings, sector breakdown, or dividend history.

CXXRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CXXRX alternatives are available via the screener, along with tax-loss harvesting opportunities.