Columbia Small Cap Growth Fund Class A (CGOAX)
| Fund Assets | 3.87B |
| Expense Ratio | 1.22% |
| Min. Investment | $2,000 |
| Turnover | 122.00% |
| Dividend (ttm) | 1.55 |
| Dividend Yield | 3.90% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 36.98 |
| YTD Return | 24.09% |
| 1-Year Return | 48.75% |
| 5-Year Return | 35.06% |
| 52-Week Low | 26.20 |
| 52-Week High | 38.79 |
| Beta (5Y) | 1.23 |
| Holdings | 107 |
| 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 48.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.14%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
27.88% of assets| Name | Symbol | Weight |
|---|---|---|
| Bloom Energy Corporation | BE | 3.63% |
| Hut 8 Corp. | HUT | 3.50% |
| Columbia Short-Term Cash | n/a | 3.48% |
| DigitalOcean Holdings, Inc. | DOCN | 3.44% |
| Credo Technology Group Holding Ltd | CRDO | 2.74% |
| Riot Platforms, Inc. | RIOT | 2.59% |
| Brinker International, Inc. | EAT | 2.31% |
| Babcock & Wilcox Enterprises, Inc. | BW | 2.24% |
| RBC Bearings Incorporated | RBC | 2.04% |
| Carpenter Technology Corporation | CRS | 1.92% |
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 |