Columbia Small Cap Growth Fund Class A (CGOAX)
| Fund Assets | 3.09B |
| Expense Ratio | 1.24% |
| Min. Investment | $2,000 |
| Turnover | 122.00% |
| Dividend (ttm) | 1.55 |
| Dividend Yield | 4.66% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 30.92 |
| YTD Return | 5.06% |
| 1-Year Return | 24.57% |
| 5-Year Return | 2.50% |
| 52-Week Low | 20.20 |
| 52-Week High | 35.05 |
| Beta (5Y) | n/a |
| Holdings | 97 |
| Inception Date | Nov 1, 2005 |
About CGOAX
Columbia Small Cap Growth Fund Class A is a mutual fund focused on delivering long-term capital appreciation by investing primarily in equity securities of small-cap companies. The fund targets businesses with market capitalizations that fall within the range of the Russell 2000 Growth Index, emphasizing firms that exhibit strong potential for above-average earnings growth. Its portfolio is diversified across multiple sectors and typically includes common stocks of companies believed to be poised for increased profitability, revenue expansion, and faster-than-average cash flow growth. Columbia Small Cap Growth Fund Class A serves investors seeking exposure to dynamic, growth-oriented small-cap companies, playing a significant role in strategies aimed at capitalizing on emerging business opportunities within the small-cap segment of the market. Managed with a disciplined research-driven approach, the fund aims to identify companies with strong fundamentals and compelling long-term growth prospects, making it a notable component among U.S. small-cap growth mutual funds.
Performance
CGOAX had a total return of 24.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 21.95%.
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% |
Top 10 Holdings
24.14% of assets| Name | Symbol | Weight |
|---|---|---|
| Columbia Short-Term Cash | n/a | 2.97% |
| Carpenter Technology Corporation | CRS | 2.96% |
| RBC Bearings Incorporated | RBC | 2.92% |
| Celsius Holdings, Inc. | CELH | 2.77% |
| ICU Medical, Inc. | ICUI | 2.44% |
| Glaukos Corporation | GKOS | 2.23% |
| AAON, Inc. | AAON | 2.03% |
| InterDigital, Inc. | IDCC | 1.99% |
| Rush Street Interactive, Inc. | RSI | 1.91% |
| Hut 8 Corp. | HUT | 1.90% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 5, 2025 | $1.54915 | Dec 5, 2025 |
| Dec 7, 2021 | $2.89431 | Dec 7, 2021 |
| Dec 7, 2020 | $2.18452 | Dec 7, 2020 |
| Dec 5, 2019 | $1.76589 | Dec 5, 2019 |
| Dec 6, 2018 | $3.3017 | Dec 6, 2018 |
| Dec 6, 2017 | $3.13309 | Dec 6, 2017 |