CSPYX Mutual Fund

CSPYX Mutual Fund (Columbia Small Cap Index Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $242.8M in net assets. CSPYX expense ratio is 0.20%, holding 606 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-03-01.

CSPYX performance shows a YTD return of 16.25%. The 1-year return is 20.38% and the 5-year return is 5.94%. CSPYX dividend yield stands at 1.33%, paid semi-annually.

CSPYX top holdings include NA (0.9%), IShares Core S&P Small Cap ETF (0.7%), Formfactor, Inc. (0.7%), Viasat Inc (0.6%), Glaukos Corp. (0.6%). Go to all CSPYX holdings, CSPYX sectors, or CSPYX dividends.

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