Columbia Large Cap Index Inst (NINDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Columbia Large Cap Index Inst
Boston MA 02111
One Financial Center
Columbia Funds Series Trust
Management information
,Lead manager since 5 November 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
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyColumbia Threadneedle
Net assets3.04B
YTD return12.49%
Yield1.40%
Morningstar rating★★★★
Inception date9 Oct 1995
Fund operations
Last dividend0.12
Last cap gain72.00
Holdings turnover9.00%
Average for categoryN/A
Fees and expenses
ExpenseNINDXCategory average
Annual report expense ratio (net)0.45%0.84%
Prospectus net expense ratio0.45%N/A
Prospectus gross expense ratio0.45%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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