Columbia Small Cap Growth Fund Advisor Class (CHHRX)
| Fund Assets | 2.15B |
| Expense Ratio | 0.99% |
| Min. Investment | $2,000 |
| Turnover | 146.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 32.23 |
| YTD Return | 31.70% |
| 1-Year Return | 41.66% |
| 5-Year Return | 77.85% |
| 52-Week Low | 22.24 |
| 52-Week High | 32.58 |
| Beta (5Y) | n/a |
| Holdings | 99 |
| Inception Date | Nov 8, 2012 |
About CHHRX
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.
Performance
CHHRX had a total return of 41.66% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.75%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FOCSX | Fidelity | Fidelity Small Cap Growth K6 Fund | 0.60% |
Top 10 Holdings
26.03% of assets| Name | Symbol | Weight |
|---|---|---|
| FTAI Aviation Ltd. | FTAI | 3.27% |
| Carpenter Technology Corporation | CRS | 2.74% |
| AAON, Inc. | AAON | 2.67% |
| ICU Medical, Inc. | ICUI | 2.60% |
| Bio-Techne Corporation | TECH | 2.57% |
| Onto Innovation Inc. | ONTO | 2.55% |
| Chemed Corporation | CHE | 2.43% |
| XPO, Inc. | XPO | 2.42% |
| Glaukos Corporation | GKOS | 2.40% |
| RBC Bearings Incorporated | RBC | 2.39% |