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.
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% |
Top 10 Holdings
26.26% of assetsName | 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% |