Columbia Small Cap Growth C (CGOCX)

Fund Assets	3.40B
Expense Ratio	2.021%
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	22.29
YTD Return	5.46%
1-Year Return	7.27%
5-Year Return	14.07%
52-Week Low	18.69
52-Week High	26.61
Beta (5Y)	1.31
Holdings	114
Inception Date	Nov 1, 2005

About CGOCX

Columbia Small Cap Growth Fund Class C is a mutual fund designed to pursue long-term capital appreciation by investing predominantly in growth-oriented small-cap companies within the United States. The fund allocates at least 80% of its net assets to equities of businesses whose market capitalizations are equal to or smaller than the largest constituent of the S&P SmallCap 600 Index at the time of purchase. With a portfolio that typically spans a broad array of sectors, the fund focuses on identifying companies demonstrating innovative business models and strong potential for above-average earnings growth. Through its diversified approach, the fund aims to capture opportunities among emerging market leaders and niche dominators in the small-cap segment. As a result, it plays a significant role for investors seeking exposure to the dynamic and higher-growth potential segments of the U.S. equity market, while maintaining a disciplined focus on growth strategy and risk management.

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

Performance

CGOCX had a total return of 7.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.31%.

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	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.87%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.44%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

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	$1.29997	Dec 5, 2025
Dec 7, 2021	$2.72519	Dec 7, 2021
Dec 7, 2020	$2.01114	Dec 7, 2020
Dec 5, 2019	$1.61949	Dec 5, 2019
Dec 6, 2018	$3.1487	Dec 6, 2018
Dec 6, 2017	$2.9883	Dec 6, 2017

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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