Mutual Funds - Profile

Columbia Small Cap Index Fund

US > Small-Cap > Core

Rank

Universe Rank

Summary

Price

  • Last Close
  • $29.36
    +0.26
  • 52 Week HL
  • $30.53 - $18.62
  • Net Assets
  • $4584 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 30, 2021

Company Holding
Ishares Core 1.07
Cleveland-Cliffs 0.61
NeoGenomics Inc 0.56
Gamestop Corporation 0.55
MicroStrategy Incorporated 0.54
Company Holding
Omnicell Inc 0.53
Power Integrations 0.53
Saia Inc 0.52
Crocs Inc 0.51
Chart Industries 0.50
Total 5.92%

Manager

  • Name
  • Christopher Lo
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
21.2 % YTD

  • 3 Year
  • 49.22%
  • 5 Year
  • 0%
  • Best
  • 21.16%
    2021
  • Worst
  • -8.73%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CSPYX 12%18%24%-12%13%19%-6%4%37%15%-5%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 18% -32.7% 11.6% 0.5% - - - - - - -
Q2 2.3% 20.2% -1.8% 11.2% 1.7% - - - - - -
Q3 0.4% 3.1% -0.4% 3.7% 5.9% - - - - - -
Q4 - 28.6% 3.7% -19% 2.4% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 6.3% 7.6% 3.3% 2% 2.1% -1.8% -2.4% 2% 0.9% - - -
2020 -4% -9.6% -22.4% 12.7% 8.8% -2% 4.1% 5.5% -6.1% 2.6% 18.2% 6.1%

Annual Return

Index Comparison

Alpha

NAV