CPXRX Mutual Fund

CPXRX Mutual Fund (Columbia Mid Cap Index Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $526.1M 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 14.42%. The 1-year return is 20.75% and the 5-year return is 8.26%. CPXRX dividend yield stands at 9.98%, 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%). 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.