Columbia Small Cap Growth Inst (CMSCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
30.13
-0.14 (-0.46%)
Jul 29, 2025, 4:00 PM EDT
-0.46%
Fund Assets2.35B
Expense Ratio0.99%
Min. Investment$2,000
Turnover146.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close30.27
YTD Return6.14%
1-Year Return14.40%
5-Year Return42.20%
52-Week Low22.07
52-Week High30.83
Beta (5Y)n/a
Holdings88
Inception DateOct 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.

Fund Family Columbia Threadneedle
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol CMSCX
Share Class Institutional Class
Index Russell 2000 Growth TR

Performance

CMSCX had a total return of 14.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.63%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FECGXFidelityFidelity Small Cap Growth Index Fund0.05%
FCIGXFidelityFidelity Advisor Small Cap Growth Fund - Class I1.07%
FCPGXFidelityFidelity Small Cap Growth Fund1.05%
FCTGXFidelityFidelity Advisor Small Cap Growth Fund - Class M1.58%
FCCGXFidelityFidelity Advisor Small Cap Growth Fund - Class C2.08%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CSGYXInstitutional 3 Class0.85%
CSCRXInstitutional 2 Class0.90%
CMSHXClass S0.99%
CGOAXClass A1.24%

Top 10 Holdings

26.18% of assets
NameSymbolWeight
RBC Bearings IncorporatedRBC3.61%
AAON, Inc.AAON2.95%
Carpenter Technology CorporationCRS2.83%
Astera Labs, Inc.ALAB2.79%
Talen Energy CorporationTLN2.52%
Kratos Defense & Security Solutions, Inc.KTOS2.45%
AeroVironment, Inc.AVAV2.33%
Ollie's Bargain Outlet Holdings, Inc.OLLI2.29%
MasTec, Inc.MTZ2.28%
IMAX CorporationIMAX2.13%