Columbia Small Cap Growth Fund Institutional 2 Class (CSCRX)
| Fund Assets | 2.85B |
| Expense Ratio | 0.90% |
| Min. Investment | $2,000 |
| Turnover | 122.00% |
| Dividend (ttm) | 1.66 |
| Dividend Yield | 4.54% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 36.51 |
| YTD Return | 9.01% |
| 1-Year Return | 53.82% |
| 5-Year Return | 18.18% |
| 52-Week Low | 25.21 |
| 52-Week High | 38.15 |
| Beta (5Y) | n/a |
| Holdings | 108 |
| 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 53.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.18%.
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
22.36% of assets| Name | Symbol | Weight |
|---|---|---|
| Celsius Holdings, Inc. | CELH | 2.62% |
| RBC Bearings Incorporated | RBC | 2.41% |
| Lumentum Holdings Inc. | LITE | 2.33% |
| Carpenter Technology Corporation | CRS | 2.19% |
| InterDigital, Inc. | IDCC | 2.17% |
| ICU Medical, Inc. | ICUI | 2.16% |
| WESCO International, Inc. | WCC | 2.15% |
| Bloom Energy Corporation | BE | 2.12% |
| SiteOne Landscape Supply, Inc. | SITE | 2.12% |
| Mercury Systems, Inc. | MRCY | 2.08% |
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 |