Columbia Small Cap Growth Fund Institutional Class (CMSCX)
| Fund Assets | 2.17B |
| 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 | 29.08 |
| YTD Return | 2.14% |
| 1-Year Return | 15.41% |
| 5-Year Return | 43.34% |
| 52-Week Low | 22.07 |
| 52-Week High | 30.83 |
| Beta (5Y) | n/a |
| Holdings | 88 |
| Inception Date | Oct 1, 1996 |
About CMSCX
Columbia Small Cap Growth Fund Institutional Class is an actively managed mutual fund targeting long-term capital appreciation by investing primarily in the growth stocks of small-cap U.S. companies. The fund’s strategy centers on identifying innovative, niche-dominating firms believed to have above-average earnings growth potential, with at least 80% of net assets invested in equities within the market capitalization range of the Russell 2000 Growth Index at the time of purchase. Columbia Small Cap Growth Fund Institutional Class diversifies across sectors such as industrials, healthcare, and technology, reflecting a broad approach to capturing the dynamism of America’s small-cap innovators. Its portfolio is shaped by fundamental research and is benchmarked against prominent small-cap growth indices, positioning the fund as a core vehicle for investors seeking exposure to smaller growth companies within the U.S. equity market. Managed by a seasoned team, the fund emphasizes transparency, sector diversification, and active stock selection to drive its growth mandate.
Performance
CMSCX had a total return of 15.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.51%.
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
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% |