Columbia Small Cap Growth Fund Institutional 2 Class (CSCRX)
| Fund Assets | 3.09B |
| Expense Ratio | 0.90% |
| Min. Investment | $2,000 |
| Turnover | 122.00% |
| Dividend (ttm) | 1.66 |
| Dividend Yield | 4.66% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 35.12 |
| YTD Return | 5.08% |
| 1-Year Return | 25.38% |
| 5-Year Return | 5.26% |
| 52-Week Low | 21.50 |
| 52-Week High | 37.51 |
| Beta (5Y) | n/a |
| Holdings | 97 |
| 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.
Performance
CSCRX had a total return of 25.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 28.18%.
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
24.14% of assets| Name | Symbol | Weight |
|---|---|---|
| Columbia Short-Term Cash | n/a | 2.97% |
| Carpenter Technology Corporation | CRS | 2.96% |
| RBC Bearings Incorporated | RBC | 2.92% |
| Celsius Holdings, Inc. | CELH | 2.77% |
| ICU Medical, Inc. | ICUI | 2.44% |
| Glaukos Corporation | GKOS | 2.23% |
| AAON, Inc. | AAON | 2.03% |
| InterDigital, Inc. | IDCC | 1.99% |
| Rush Street Interactive, Inc. | RSI | 1.91% |
| Hut 8 Corp. | HUT | 1.90% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 5, 2025 | $1.65879 | Dec 5, 2025 |
| Dec 7, 2021 | $2.96872 | Dec 7, 2021 |
| Dec 7, 2020 | $2.25849 | Dec 7, 2020 |
| Dec 5, 2019 | $1.82836 | Dec 5, 2019 |
| Dec 6, 2018 | $3.37513 | Dec 6, 2018 |
| Dec 6, 2017 | $3.20066 | Dec 6, 2017 |