Columbia Small Cap Growth S (CMSHX)
| Fund Assets | 3.09B |
| Expense Ratio | 0.99% |
| Min. Investment | $2,000 |
| Turnover | 122.00% |
| Dividend (ttm) | 1.63 |
| Dividend Yield | 4.69% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 34.37 |
| YTD Return | 5.10% |
| 1-Year Return | 25.29% |
| 5-Year Return | n/a |
| 52-Week Low | 21.06 |
| 52-Week High | 36.71 |
| 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.
Performance
CMSHX had a total return of 25.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 29.16%.
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% |