NEIAX : Columbia Large Cap Index Fund Class A

NEIAX is a US Stocks Market Large Blend index fund with MODERATE fees.

NEIAX

Columbia Large Cap Index Fund Class A

FI Score

74 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

74% FI Score
  • neiax
  • Mutual Fund
  • US Stocks
  • Large Blend

Columbia Large Cap Index Fund Class A

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) 500® Index. Under normal circumstances, 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 500 Index (the 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 fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.

Largest Holdings

Amount Holding
5.60% Microsoft Corp
5.03% Apple Inc
4.22% Amazon.com Inc
2.02% Facebook Inc A
1.65% Alphabet Inc A
1.65% Alphabet Inc Class C
1.62% Johnson & Johnson
1.50% Berkshire Hathaway Inc Class B
1.25% Visa Inc Class A
1.23% JPMorgan Chase & Co
1.20% Procter & Gamble Co
1.16% E-mini S&P 500 June20
1.13% UnitedHealth Group Inc
1.07% Intel Corp
1.00% Mastercard Inc A
0.98% The Home Depot Inc
0.97% Verizon Communications Inc
0.91% AT&T Inc
0.87% Pfizer Inc
0.83% Merck & Co Inc
0.81% Exxon Mobil Corp
0.80% The Walt Disney Co
0.80% Bank of America Corp
0.76% PepsiCo Inc
0.75% Netflix Inc

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