Columbia Small Cap Growth Inst (CMSCX)

Fund Assets	3.40B
Expense Ratio	0.975%
Min. Investment	$2,000
Turnover	122.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 5, 2025

Previous Close	36.27
YTD Return	6.31%
1-Year Return	8.35%
5-Year Return	19.90%
52-Week Low	30.25
52-Week High	43.17
Beta (5Y)	1.23
Holdings	114
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.

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

Performance

CMSCX had a total return of 8.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.87%.

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 I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.86%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.40%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

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	0.83%
CSCRX	Institutional 2 Class	0.88%
CMSHX	Class S	0.97%
CGOAX	Class A	1.22%

Top 10 Holdings

27.54% of assets

Name	Symbol	Weight
Columbia Short-Term Cash	n/a	5.46%
Hut 8 Corp.	HUT	2.92%
Sphere Entertainment Co.	SPHR	2.76%
Brinker International, Inc.	EAT	2.67%
Karman Holdings Inc.	KRMN	2.54%
Guardant Health, Inc.	GH	2.48%
DigitalOcean Holdings, Inc.	DOCN	2.34%
ICON Public Limited Company	ICLR	2.19%
Victoria's Secret & Co.	VSXY	2.13%
RBC Bearings Incorporated	RBC	2.04%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 5, 2025	$1.63221	Dec 5, 2025
Dec 7, 2021	$2.95068	Dec 7, 2021
Dec 7, 2020	$2.24232	Dec 7, 2020
Dec 5, 2019	$1.8147	Dec 5, 2019
Dec 6, 2018	$3.35269	Dec 6, 2018
Dec 6, 2017	$3.18136	Dec 6, 2017

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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