Columbia Small Cap Growth Inst2 (CSCRX)

Fund Assets	2.69B
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	33.92
YTD Return	16.56%
1-Year Return	10.02%
5-Year Return	24.98%
52-Week Low	22.52
52-Week High	36.08
Beta (5Y)	n/a
Holdings	98
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 10.02% in the past year, including dividends. Since the fund's inception, the average annual return has been 27.33%.

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	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	1.07%
FCPGX	Fidelity	Fidelity Small Cap Growth	1.05%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.58%
FCCGX	Fidelity	Fidelity Small Cap Growth Fund	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

26.01% of assets

Name	Symbol	Weight
Columbia Short-Term Cash	n/a	4.04%
RBC Bearings Incorporated	RBC	3.10%
Hut 8 Corp.	HUT	2.83%
Talen Energy Corporation	TLN	2.75%
AAON, Inc.	AAON	2.30%
InterDigital, Inc.	IDCC	2.27%
ICU Medical, Inc.	ICUI	2.27%
MasTec, Inc.	MTZ	2.24%
Ollie's Bargain Outlet Holdings, Inc.	OLLI	2.12%
Lumentum Holdings Inc.	LITE	2.09%