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Columbia Fds Srs Tr,. Columbia Midcap Index Fund Class A: (MF: NTIAX)

(NASDAQ Mutual Funds) As of Jun 24, 2025 08:00 PM ET

$14.10 USD

+0.13 (0.93%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2025

Total Return %* Percentile Rank Objective
YTD -3.42 89
3 months -2.75 80
6 months -10.39 92
1 Year 1.69 89
3 Year 7.35 76
5 Year 12.44 61
10 Year 7.44 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 131.72
Bear Market (10/07 - 2/09) -49.48
Bull Market (2/09 - 3/21) 680.66

Load Adjusted Returns as of May 31, 2025

1 Year -3.14
5 Year 16.42
10 Year 7.15
Since Inception 8.23

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.15 NA NA NA
2024 9.87 -3.54 6.81 0.18
2023 3.75 4.66 -4.27 11.56
2022 -4.99 -15.45 -2.60 10.59
2021 13.32 3.53 -1.85 7.88
2020 -29.85 24.01 4.65 24.23

Annual Return

20252024202320222021202020192018201720162015
% Total Return -3.4213.4015.97-13.4824.2313.1125.69-11.5315.7218.65-8.37
% Total Return Rel to Index -4.48-11.61-10.274.72-4.45-5.28-5.79-7.14-6.076.71-9.76
% Total Return Rel to Peer -3.81-5.98-7.026.212.17-6.80-2.73-4.67-4.9510.83-6.77
% Perf Quintile vs Peer* 0.000.004.002.003.004.004.005.004.001.005.00
% Dividends 0.000.180.160.160.130.150.190.160.140.160.15
% Yield 0.001.061.081.050.650.851.081.050.790.961.04
Capital Gains ($) 0.001.420.931.342.901.350.681.161.090.850.28
Expense Ratio 0.450.450.450.450.450.450.450.450.450.450.45

* 1 = Top 20%, 5 = Bottom 20%