Columbia Small Cap Growth Fund Institutional 2 Class (CSCRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
30.91
+0.09 (0.29%)
Jul 28, 2025, 4:00 PM EDT
0.29%
Fund Assets2.35B
Expense Ratio0.90%
Min. Investment$0.00
Turnover146.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close30.82
YTD Return6.22%
1-Year Return14.52%
5-Year Return42.94%
52-Week Low22.52
52-Week High31.46
Beta (5Y)n/a
Holdings88
Inception DateFeb 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 14.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.05%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FECGXFidelityFidelity Small Cap Growth Index Fund0.05%
FCIGXFidelityFidelity Advisor Small Cap Growth Fund - Class I1.07%
FCPGXFidelityFidelity Small Cap Growth Fund1.05%
FCTGXFidelityFidelity Advisor Small Cap Growth Fund - Class M1.58%
FCCGXFidelityFidelity Advisor Small Cap Growth Fund - Class C2.08%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CSGYXInstitutional 3 Class0.85%
CMSHXClass S0.99%
CMSCXInstitutional Class0.99%
CGOAXClass A1.24%

Top 10 Holdings

26.18% of assets
NameSymbolWeight
RBC Bearings IncorporatedRBC3.61%
AAON, Inc.AAON2.95%
Carpenter Technology CorporationCRS2.83%
Astera Labs, Inc.ALAB2.79%
Talen Energy CorporationTLN2.52%
Kratos Defense & Security Solutions, Inc.KTOS2.45%
AeroVironment, Inc.AVAV2.33%
Ollie's Bargain Outlet Holdings, Inc.OLLI2.29%
MasTec, Inc.MTZ2.28%
IMAX CorporationIMAX2.13%
View More Holdings