Columbia Small Cap Growth Fund Class A (CGOAX)

Fund Assets	2.32B
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	22.84
YTD Return	-7.33%
1-Year Return	5.33%
5-Year Return	76.29%
52-Week Low	21.48
52-Week High	27.88
Beta (5Y)	1.24
Holdings	96
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 5.33% in the past year. Since the fund's inception, the average annual return has been 10.22%, including dividends.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
undefined	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
undefined	Fidelity	Fidelity Advisor Small Cap Growth Fund - Class I	1.07%
undefined	Fidelity	Fidelity Small Cap Growth Fund	1.05%
undefined	Fidelity	Fidelity Advisor Small Cap Growth Fund - Class M	1.58%
undefined	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

26.26% of assets

Name	Symbol	Weight
RBC Bearings Incorporated	RBC	2.96%
FTAI Aviation Ltd.	FTAI	2.80%
XPO, Inc.	XPO	2.79%
Glaukos Corporation	GKOS	2.78%
Astera Labs, Inc.	ALAB	2.66%
Carpenter Technology Corporation	CRS	2.58%
Saia, Inc.	SAIA	2.56%
Bio-Techne Corporation	TECH	2.53%
Kratos Defense & Security Solutions, Inc.	KTOS	2.50%
ICU Medical, Inc.	ICUI	2.10%