CMDYX – Columbia Mid Cap Index Inst3 Investment Strategy | Morningstar

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Strategy

The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) MidCap 400® Index. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P MidCap 400 Index. In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. The manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NTIAX	Columbia Mid Cap Index Fund Class A	No Load	Open			May 31, 2000	$446.46M	0.450%	Low	$2,000	−$124.16M
NMPAX	Columbia Mid Cap Index Fund Institutional Class	Institutional	Open			Mar 31, 2000	$1.10B	0.200%	Low	$2,000	−$133.17M
CPXRX	Columbia Mid Cap Index Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$483.38M	0.200%	Low	$0	−$98.84M
CMDYX	Columbia Mid Cap Index Fund Institutional 3 Class	Institutional	Open			Mar 1, 2017	$329.20M	0.200%	Low	$1M	−$55.81M

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