Advertisement
U.S. markets open in 5 hours

Columbia Mid Cap Index Inst2 (CPXRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
16.08+0.27 (+1.71%)
At close: 08:01PM EDT

Columbia Mid Cap Index Inst2

Boston MA 02111

One Financial Center

Columbia Funds Series Trust

Management Information
,Lead Manager since November 5, 2020
Kaiyu Zhao is a portfolio analyst on the Indexed and Tax Efficient Portfolio Solutions group for Columbia Threadneedle Investments. Kaiyu Zhao joined Columbia Threadneedle Investments in 2017. In his role, he is responsible for the management of Index Mutual Funds, conducting Index research and assisting portfolio managers with Separately Managed Accounts. Mr. Zhao received a B.A. from George Washington University in Economics and International Affairs and a M.Eng from Cornell University in Financial Engineering. Mr. Zhao is a CFA Level III candidate.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq8.gif
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyColumbia Threadneedle
Net Assets2.63B
YTD Return4.08%
Yield1.21%
Morningstar Rating★★★
Inception DateMar 30, 2000

Fund Operations

Last Dividend0.20
Last Cap Gain37.00
Holdings Turnover12.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCPXRXCategory Average
Annual Report Expense Ratio (net)0.20%0.94%
Prospectus Net Expense Ratio0.20%N/A
Prospectus Gross Expense Ratio0.33%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A