CXXRX Mutual Fund

CXXRX Mutual Fund (Columbia Small Cap Index Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $587.3M 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 21.37%. The 1-year return is 33.40% and the 5-year return is 6.79%. CXXRX dividend yield stands at 13.30%, 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 Inccommon Stock (0.6%), Interdigital Inc (0.6%). Go to all CXXRX holdings, CXXRX sectors, or CXXRX dividends.

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