Columbia Small Cap Growth Fund Institutional 2 Class (CSCRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.75
+0.01 (0.03%)
Jun 30, 2025, 4:00 PM EDT
15.53%
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.

Fund Family Columbia Threadneedle
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol CSCRX
Share Class Institutional 2 Class
Index Russell 2000 Growth TR

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%

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%
CMSHX Class S 0.99%
CMSCX Institutional Class 0.99%
CGOAX Class A 1.24%

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%
View More Holdings