Columbia Small Cap Growth Fund Class A (CGOAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
22.25
-0.59 (-2.58%)
Mar 13, 2025, 8:02 PM EST
-1.94%
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%
View More Holdings