Columbia Small Cap Growth Fund Institutional 2 Class (CSCRX)
| Fund Assets | 2.17B |
| Expense Ratio | 0.90% |
| 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 | 29.74 |
| YTD Return | 2.23% |
| 1-Year Return | 15.53% |
| 5-Year Return | 40.88% |
| 52-Week Low | 22.52 |
| 52-Week High | 31.46 |
| Beta (5Y) | n/a |
| Holdings | 88 |
| Inception Date | Feb 28, 2013 |
About CSCRX
Columbia Small Cap Growth Fund Institutional 2 Class is an actively managed mutual fund that invests primarily in growth-oriented stocks of small-cap U.S. companies. Its core objective is to seek long-term capital appreciation by identifying and holding businesses with above-average growth potential, typically within the market capitalization range defined by the Russell 2000 Growth Index. Managed by Columbia Threadneedle, the fund blends rigorous fundamental research with a focus on nimble, innovative companies across sectors such as consumer discretionary, health care, information technology, and materials. As a component of the small growth segment, this fund allows institutional investors to gain targeted exposure to dynamic, early-stage firms that can be underrepresented in broader market indexes. With assets under management reaching into the billions, it plays a significant role in portfolios aiming to capture the opportunities and diversification offered by the U.S. small-cap growth market segment.
Performance
CSCRX had a total return of 15.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.78%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FECGX | Fidelity | Fidelity Small Cap Growth Index Fund | 0.05% |
| FCIGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class I | 1.07% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.58% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 2.08% |
Top 10 Holdings
25.06% of assets| Name | Symbol | Weight |
|---|---|---|
| RBC Bearings Incorporated | RBC | 3.80% |
| AAON, Inc. | AAON | 3.00% |
| Carpenter Technology Corporation | CRS | 2.83% |
| Kratos Defense & Security Solutions, Inc. | KTOS | 2.40% |
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | 2.33% |
| Hamilton Lane Incorporated | HLNE | 2.21% |
| Glaukos Corporation | GKOS | 2.18% |
| ICU Medical, Inc. | ICUI | 2.12% |
| Sprouts Farmers Market, Inc. | SFM | 2.10% |
| Talen Energy Corporation | TLN | 2.09% |