Columbia Small Cap Growth Fund Institutional 2 Class (CSCRX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
28.01
+0.34 (1.23%)
May 16, 2025, 4:00 PM EDT
4.79% (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 | 27.67 |
| YTD Return | -3.75% |
| 1-Year Return | 4.79% |
| 5-Year Return | 54.24% |
| 52-Week Low | 22.52 |
| 52-Week High | 31.46 |
| Beta (5Y) | n/a |
| Holdings | 92 |
| 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 4.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.37%.
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
25.63% of assets| Name | Symbol | Weight |
|---|---|---|
| RBC Bearings Incorporated | RBC | 3.61% |
| Columbia Short-Term Cash | n/a | 3.52% |
| Chemed Corporation | CHE | 2.66% |
| Saia, Inc. | SAIA | 2.55% |
| Carpenter Technology Corporation | CRS | 2.42% |
| AAON, Inc. | AAON | 2.24% |
| XPO, Inc. | XPO | 2.22% |
| SiteOne Landscape Supply, Inc. | SITE | 2.18% |
| ICU Medical, Inc. | ICUI | 2.13% |
| IMAX Corporation | IMAX | 2.09% |