Columbia Small Cap Growth Fund Class A (CGOAX)

Fund Assets	3.40B
Expense Ratio	1.202%
Min. Investment	$2,000
Turnover	122.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 5, 2025

Previous Close	31.62
YTD Return	6.11%
1-Year Return	8.08%
5-Year Return	18.42%
52-Week Low	27.20
52-Week High	38.79
Beta (5Y)	1.23
Holdings	114
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.

• Fund Family: Columbia Threadneedle
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: CGOAX
• Share Class: Class A
• Index: Russell 2000 Growth TR

Performance

CGOAX had a total return of 8.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.14%.

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 I	0.90%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.86%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.40%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.90%

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	0.83%
CSCRX	Institutional 2 Class	0.88%
CMSHX	Class S	0.97%
CMSCX	Institutional Class	0.97%

Top 10 Holdings

27.54% of assets

Name	Symbol	Weight
Columbia Short-Term Cash	n/a	5.46%
Hut 8 Corp.	HUT	2.92%
Sphere Entertainment Co.	SPHR	2.76%
Brinker International, Inc.	EAT	2.67%
Karman Holdings Inc.	KRMN	2.54%
Guardant Health, Inc.	GH	2.48%
DigitalOcean Holdings, Inc.	DOCN	2.34%
ICON Public Limited Company	ICLR	2.19%
Victoria's Secret & Co.	VSXY	2.13%
RBC Bearings Incorporated	RBC	2.04%

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

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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