Columbia Small Cap Growth Fund Class A (CGOAX)

Fund Assets	2.35B
Expense Ratio	1.24%
Min. Investment	$2,000
Turnover	146.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	27.33
YTD Return	5.97%
1-Year Return	14.11%
5-Year Return	40.41%
52-Week Low	19.94
52-Week High	27.88
Beta (5Y)	1.26
Holdings	88
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 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.

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

26.18% of assets

Name	Symbol	Weight
RBC Bearings Incorporated	RBC	3.61%
AAON, Inc.	AAON	2.95%
Carpenter Technology Corporation	CRS	2.83%
Astera Labs, Inc.	ALAB	2.79%
Talen Energy Corporation	TLN	2.52%
Kratos Defense & Security Solutions, Inc.	KTOS	2.45%
AeroVironment, Inc.	AVAV	2.33%
Ollie's Bargain Outlet Holdings, Inc.	OLLI	2.29%
MasTec, Inc.	MTZ	2.28%
IMAX Corporation	IMAX	2.13%