Columbia Small Cap Growth S (CMSHX)

Fund Assets	2.69B
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	32.41
YTD Return	16.45%
1-Year Return	9.89%
5-Year Return	n/a
52-Week Low	22.07
52-Week High	35.33
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: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CMSHX
• Share Class: Class S

Performance

CMSHX had a total return of 9.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.98%.

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

25.49% of assets

Name	Symbol	Weight
COLUMBIA SHORT TERM CASH FUND	n/a	3.71%
RBC Bearings Incorporated	RBC	3.22%
Hut 8 Corp.	HUT	2.66%
Talen Energy Corporation	TLN	2.55%
ICU Medical, Inc.	ICUI	2.50%
Lumentum Holdings Inc.	LITE	2.37%
Ollie's Bargain Outlet Holdings, Inc.	OLLI	2.18%
Glaukos Corporation	GKOS	2.14%
AAON, Inc.	AAON	2.12%
Celsius Holdings, Inc.	CELH	2.04%