Columbia Small Cap Growth Fund Class A (CGOAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
27.21
-0.12 (-0.44%)
Jul 30, 2025, 8:09 AM EDT
-0.44%
Fund Assets2.35B
Expense Ratio1.24%
Min. Investment$2,000
Turnover146.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close27.33
YTD Return5.97%
1-Year Return14.11%
5-Year Return40.41%
52-Week Low19.94
52-Week High27.88
Beta (5Y)1.26
Holdings88
Inception DateNov 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 Threadneedle
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol CGOAX
Share Class Class A
Index Russell 2000 Growth TR

Performance

CGOAX had a total return of 14.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.76%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FECGXFidelityFidelity Small Cap Growth Index Fund0.05%
FCIGXFidelityFidelity Advisor Small Cap Growth Fund - Class I1.07%
FCPGXFidelityFidelity Small Cap Growth Fund1.05%
FCTGXFidelityFidelity Advisor Small Cap Growth Fund - Class M1.58%
FCCGXFidelityFidelity Advisor Small Cap Growth Fund - Class C2.08%

Other Share Classes

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

SymbolShare ClassExpense Ratio
CSGYXInstitutional 3 Class0.85%
CSCRXInstitutional 2 Class0.90%
CMSHXClass S0.99%
CMSCXInstitutional Class0.99%

Top 10 Holdings

26.18% of assets
NameSymbolWeight
RBC Bearings IncorporatedRBC3.61%
AAON, Inc.AAON2.95%
Carpenter Technology CorporationCRS2.83%
Astera Labs, Inc.ALAB2.79%
Talen Energy CorporationTLN2.52%
Kratos Defense & Security Solutions, Inc.KTOS2.45%
AeroVironment, Inc.AVAV2.33%
Ollie's Bargain Outlet Holdings, Inc.OLLI2.29%
MasTec, Inc.MTZ2.28%
IMAX CorporationIMAX2.13%
View More Holdings