Columbia Small Cap Growth Fund Class A (CGOAX)
| Fund Assets | 2.85B |
| Expense Ratio | 1.24% |
| Min. Investment | $2,000 |
| Turnover | 122.00% |
| Dividend (ttm) | 1.55 |
| Dividend Yield | 4.55% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 32.46 |
| YTD Return | 12.95% |
| 1-Year Return | 57.95% |
| 5-Year Return | 22.09% |
| 52-Week Low | 22.31 |
| 52-Week High | 33.66 |
| Beta (5Y) | n/a |
| Holdings | 108 |
| 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 57.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.74%.
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% |
Top 10 Holdings
22.36% of assets| Name | Symbol | Weight |
|---|---|---|
| Celsius Holdings, Inc. | CELH | 2.62% |
| RBC Bearings Incorporated | RBC | 2.41% |
| Lumentum Holdings Inc. | LITE | 2.33% |
| Carpenter Technology Corporation | CRS | 2.19% |
| InterDigital, Inc. | IDCC | 2.17% |
| ICU Medical, Inc. | ICUI | 2.16% |
| WESCO International, Inc. | WCC | 2.15% |
| Bloom Energy Corporation | BE | 2.12% |
| SiteOne Landscape Supply, Inc. | SITE | 2.12% |
| Mercury Systems, Inc. | MRCY | 2.08% |
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 |