Columbia Small Cap Growth R (CCRIX)

Fund Assets	3.53B
Expense Ratio	1.47%
Min. Investment	$2,000
Turnover	122.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 5, 2025

Previous Close	34.89
YTD Return	22.12%
1-Year Return	32.60%
5-Year Return	32.45%
52-Week Low	26.06
52-Week High	37.14
Beta (5Y)	1.23
Holdings	117
Inception Date	Sep 27, 2010

About CCRIX

Columbia Small Cap Growth Fund Class R is a mutual fund focused on providing capital appreciation by investing primarily in small-cap U.S. companies with strong growth prospects. The fund targets firms at the lower end of the market-capitalization spectrum, often in innovative or rapidly expanding industries. Managed by an experienced team, it builds a diversified portfolio with notable weights in sectors such as industrials, healthcare, and technology. The fund’s top holdings frequently include companies like RBC Bearings Inc., FTAI Aviation Ltd., and Glaukos Corp., reflecting its orientation toward emerging enterprises with robust potential. Columbia Small Cap Growth Fund Class R employs an active management approach, seeking to identify and capitalize on growth trends among small businesses. This fund serves investors aiming for higher growth potential, though it comes with increased volatility typical of small-cap and growth-oriented investments. Its significance lies in its ability to offer exposure to up-and-coming U.S. companies, playing a valuable role in diversified equity portfolios seeking participation in the small-cap growth segment of the market.

• Fund Family: Columbia Threadneedle
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: CCRIX
• Share Class: Class R
• Index: Russell 2000 Growth TR

Performance

CCRIX had a total return of 32.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.22%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CSGYX	Institutional 3 Class	0.83%
CSCRX	Institutional 2 Class	0.88%
CMSHX	Class S	0.97%
CMSCX	Institutional Class	0.97%

Top 10 Holdings

23.79% of assets

Name	Symbol	Weight
Sphere Entertainment Co.	SPHR	3.04%
DigitalOcean Holdings, Inc.	DOCN	2.85%
Brinker International, Inc.	EAT	2.58%
Columbia Short-Term Cash	n/a	2.47%
Hut 8 Corp.	HUT	2.32%
RBC Bearings Incorporated	RBC	2.18%
Karman Holdings Inc.	KRMN	2.18%
Guardant Health, Inc.	GH	2.09%
ICON Public Limited Company	ICLR	2.05%
Modine Manufacturing Company	MOD	2.02%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 5, 2025	$1.46609	Dec 5, 2025
Dec 7, 2021	$2.83793	Dec 7, 2021
Dec 7, 2020	$2.12595	Dec 7, 2020
Dec 5, 2019	$1.71709	Dec 5, 2019
Dec 6, 2018	$3.2507	Dec 6, 2018
Dec 6, 2017	$3.0849	Dec 6, 2017

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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