Columbia Small Cap Growth Inst2 (CSCRX)

Fund Assets	3.53B
Expense Ratio	0.88%
Min. Investment	$2,000
Turnover	122.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 5, 2025

Previous Close	41.47
YTD Return	22.96%
1-Year Return	35.03%
5-Year Return	36.14%
52-Week Low	30.91
52-Week High	44.11
Beta (5Y)	1.23
Holdings	117
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
• Performance Rating: Above Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: CSCRX
• Share Class: Institutional 2 Class
• Index: Russell 2000 Growth TR

Performance

CSCRX had a total return of 35.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.84%.

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 I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

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	0.83%
CMSHX	Class S	0.97%
CMSCX	Institutional Class	0.97%
CGOAX	Class A	1.22%

Top 10 Holdings

23.79% of assets

Name	Symbol	Weight
Sphere Entertainment Co.	SPHR	3.04%
DigitalOcean Holdings, Inc.	DOCN	2.85%
Brinker International, Inc.	EAT	2.58%
Columbia Short-Term Cash	n/a	2.47%
Hut 8 Corp.	HUT	2.32%
RBC Bearings Incorporated	RBC	2.18%
Karman Holdings Inc.	KRMN	2.18%
Guardant Health, Inc.	GH	2.09%
ICON Public Limited Company	ICLR	2.05%
Modine Manufacturing Company	MOD	2.02%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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