Columbia Small Cap Growth Fund Institutional 2 Class (CSCRX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
23.94
+0.58 (2.48%)
Apr 22, 2025, 4:00 PM EDT
-0.99% (1Y)
| Fund Assets | 580.90M |
| Expense Ratio | 0.90% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 23.36 |
| YTD Return | -17.73% |
| 1-Year Return | -0.99% |
| 5-Year Return | 55.39% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 97 |
| Inception Date | Feb 28, 2013 |
About CSCRX
The Fund's investment strategy focuses on Small-Cap with 0.96% total expense ratio. Columbia Funds Series Trust I: Columbia Small Cap Growth Fund I; Institutional 2 Class Shares seeks capital appreciation. CSCRX will focus on growth stocks. CSCRX will invest at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Standard & Poor's SmallCap 600 Index.
Category Small Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CSCRX
Share Class Institutional 2 Class
Index Russell 2000 Growth TR
Performance
CSCRX had a total return of -0.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.99%.
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
26.24% of assets| Name | Symbol | Weight |
|---|---|---|
| RBC Bearings Incorporated | RBC | 3.65% |
| Columbia Short-Term Cash | n/a | 3.50% |
| Carpenter Technology Corporation | CRS | 2.72% |
| XPO, Inc. | XPO | 2.69% |
| Kratos Defense & Security Solutions, Inc. | KTOS | 2.57% |
| Saia, Inc. | SAIA | 2.36% |
| Chemed Corporation | CHE | 2.36% |
| Bio-Techne Corporation | TECH | 2.23% |
| Sprouts Farmers Market, Inc. | SFM | 2.09% |
| SiteOne Landscape Supply, Inc. | SITE | 2.06% |