Columbia Small Cap Growth S (CMSHX)

Fund Assets	3.53B
Expense Ratio	0.97%
Min. Investment	$2,000
Turnover	122.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 5, 2025

Previous Close	40.36
YTD Return	22.52%
1-Year Return	33.24%
5-Year Return	n/a
52-Week Low	30.25
52-Week High	43.17
Beta (5Y)	n/a
Holdings	107
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: High
• Stock Exchange: NASDAQ
• Ticker Symbol: CMSHX
• Share Class: Class S

Performance

CMSHX had a total return of 33.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 26.62%.

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%
CMSCX	Institutional Class	0.97%
CGOAX	Class A	1.22%

Top 10 Holdings

22.36% of assets

Name	Symbol	Weight
Celsius Holdings, Inc.	CELH	2.61%
RBC Bearings Incorporated	RBC	2.41%
Lumentum Holdings Inc.	LITE	2.33%
Carpenter Technology Corporation	CRS	2.19%
InterDigital, Inc.	IDCC	2.17%
ICU Medical, Inc.	ICUI	2.16%
WESCO International, Inc.	WCC	2.15%
Bloom Energy Corporation	BE	2.12%
SiteOne Landscape Supply, Inc.	SITE	2.12%
Mercury Systems, Inc.	MRCY	2.08%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 5, 2025	$1.63221	Dec 5, 2025

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:

Aug 26, 2026

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