Columbia Small Cap Growth Fund Institutional Class (CMSCX)

Fund Assets	580.90M
Expense Ratio	0.99%
Min. Investment	$2,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	26.78
YTD Return	-5.29%
1-Year Return	8.69%
5-Year Return	36.55%
52-Week Low	22.07
52-Week High	30.83
Beta (5Y)	n/a
Holdings	88
Inception Date	Oct 1, 1996

About CMSCX

The Fund's investment strategy focuses on Small-Cap with 1.04% total expense ratio. The minimum amount to invest in Columbia Funds Series Trust I: Columbia Small Cap Growth Fund I; Institutional Class Shares is $2,000 on a standard taxable account. Columbia Funds Series Trust I: Columbia Small Cap Growth Fund I; Institutional Class Shares seeks capital appreciation. CMSCX will focus on growth stocks. CMSCX will invest at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Standard & Poor's SmallCap 600 Index.

• Fund Family: Columbia Class I
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CMSCX
• Share Class: Institutional Class
• Index: Russell 2000 Growth TR

Performance

CMSCX had a total return of 8.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.25%.

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%

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	0.85%
CSCRX	Institutional 2 Class	0.90%
CMSHX	Class S	0.99%
CGOAX	Class A	1.24%

Top 10 Holdings

25.06% of assets

Name	Symbol	Weight
RBC Bearings Incorporated	RBC	3.80%
AAON, Inc.	AAON	3.00%
Carpenter Technology Corporation	CRS	2.83%
Kratos Defense & Security Solutions, Inc.	KTOS	2.40%
Ollie's Bargain Outlet Holdings, Inc.	OLLI	2.33%
Hamilton Lane Incorporated	HLNE	2.21%
Glaukos Corporation	GKOS	2.18%
ICU Medical, Inc.	ICUI	2.12%
Sprouts Farmers Market, Inc.	SFM	2.10%
Talen Energy Corporation	TLN	2.09%