Columbia Small Cap Growth S (CMSHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
27.44
+0.33 (1.22%)
May 16, 2025, 4:00 PM EDT
-4.56%
Fund Assets 2.03B
Expense Ratio 0.99%
Min. Investment $0.00
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 27.11
YTD Return -4.56%
1-Year Return n/a
5-Year Return n/a
52-Week Low 22.07
52-Week High 30.31
Beta (5Y) n/a
Holdings 96
Inception Date n/a

About CMSHX

Columbia Small Cap Growth Fund is an actively managed mutual fund focused on delivering long-term capital appreciation. The fund primarily invests in common stocks of small-cap U.S. companies that are believed to have the potential for above-average earnings growth. Its portfolio strategy emphasizes companies demonstrating increasing profitability, revenue growth, and strong cash flow generation, often targeting sectors and industries poised for expansion within the small-cap segment of the market. By concentrating on growth-oriented businesses, the fund seeks to harness the dynamism and innovation characteristic of smaller firms, which can play a significant role in driving economic development. Columbia Small Cap Growth Fund is designed for investors looking to participate in the performance of emerging U.S. companies, leveraging fundamental research to identify businesses with compelling growth prospects and solid financial foundations.

Fund Family Columbia Threadneedle
Category Small Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CMSHX
Share Class Class S

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%
CMSCX Institutional Class 0.99%
CGOAX Class A 1.24%

Top 10 Holdings

26.23% of assets
Name Symbol Weight
RBC Bearings Incorporated RBC 3.65%
COLUMBIA SHORT TERM CASH FUND n/a 3.49%
Carpenter Technology Corporation CRS 2.72%
XPO, Inc. XPO 2.69%
Kratos Defense & Security Solutions, Inc. KTOS 2.57%
Saia, Inc. SAIA 2.36%
Chemed Corporation CHE 2.36%
Bio-Techne Corporation TECH 2.23%
Sprouts Farmers Market, Inc. SFM 2.09%
SiteOne Landscape Supply, Inc. SITE 2.06%
View More Holdings