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	24.97
YTD Return	-10.13%
1-Year Return	2.40%
5-Year Return	73.11%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	96
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 2.40% in the past year. Since the fund's inception, the average annual return has been 11.14%, including dividends.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
undefined	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
undefined	Fidelity	Fidelity Advisor Small Cap Growth Fund - Class I	1.07%
undefined	Fidelity	Fidelity Small Cap Growth Fund	1.05%
undefined	Fidelity	Fidelity Advisor Small Cap Growth Fund - Class M	1.58%
undefined	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

26.26% of assets

Name	Symbol	Weight
RBC Bearings Incorporated	RBC	2.96%
FTAI Aviation Ltd.	FTAI	2.80%
XPO, Inc.	XPO	2.79%
Glaukos Corporation	GKOS	2.78%
Astera Labs, Inc.	ALAB	2.66%
Carpenter Technology Corporation	CRS	2.58%
Saia, Inc.	SAIA	2.56%
Bio-Techne Corporation	TECH	2.53%
Kratos Defense & Security Solutions, Inc.	KTOS	2.50%
ICU Medical, Inc.	ICUI	2.10%