Columbia Small Cap Growth Fund Class A (CGOAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.76
+0.56 (2.64%)
Apr 24, 2025, 8:09 AM EDT
0.28%
Fund Assets 2.03B
Expense Ratio 1.24%
Min. Investment $2,000
Turnover n/a
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 21.20
YTD Return -17.80%
1-Year Return -2.30%
5-Year Return 47.98%
52-Week Low 19.94
52-Week High 27.88
Beta (5Y) 1.27
Holdings 97
Inception Date Nov 1, 2005

About CGOAX

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index (the index) at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.

Fund Family Columbia Class A
Category Small Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CGOAX
Share Class Class A
Index Russell 2000 Growth TR

Performance

CGOAX had a total return of -2.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.48%.

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 Fund - Class I 1.07%
FCPGX Fidelity Fidelity Small Cap Growth Fund 1.05%
FCTGX Fidelity Fidelity Advisor Small Cap Growth Fund - Class M 1.58%
FCCGX Fidelity Fidelity Advisor Small Cap Growth Fund - Class C 2.08%

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 0.85%
CSCRX Institutional 2 Class 0.90%
CMSHX Class S 0.99%
CMSCX Institutional Class 0.99%

Top 10 Holdings

26.24% of assets
Name Symbol Weight
RBC Bearings Incorporated RBC 3.65%
Columbia Short-Term Cash n/a 3.50%
Carpenter Technology Corporation CRS 2.72%
XPO, Inc. XPO 2.69%
Kratos Defense & Security Solutions, Inc. KTOS 2.57%
Saia, Inc. SAIA 2.36%
Chemed Corporation CHE 2.36%
Bio-Techne Corporation TECH 2.23%
Sprouts Farmers Market, Inc. SFM 2.09%
SiteOne Landscape Supply, Inc. SITE 2.06%
View More Holdings