Columbia Small Cap Growth S (CMSHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
30.14
-0.13 (-0.43%)
Jul 29, 2025, 4:00 PM EDT
-0.43%
Fund Assets2.35B
Expense Ratio0.99%
Min. Investment$0.00
Turnover146.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close30.27
YTD Return4.84%
1-Year Returnn/a
5-Year Returnn/a
52-Week Low22.07
52-Week High30.31
Beta (5Y)n/a
Holdings88
Inception Daten/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 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.

SymbolShare ClassExpense Ratio
CSGYXInstitutional 3 Class0.85%
CSCRXInstitutional 2 Class0.90%
CMSCXInstitutional Class0.99%
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%