Columbia Small Cap Growth Fund Institutional 3 Class (CSGYX)
| Fund Assets | 580.90M |
| Expense Ratio | 0.85% |
| Min. Investment | $1,000,000 |
| 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 | 28.52 |
| YTD Return | -4.02% |
| 1-Year Return | 10.28% |
| 5-Year Return | 39.39% |
| 52-Week Low | 22.92 |
| 52-Week High | 32.01 |
| Beta (5Y) | n/a |
| Holdings | 88 |
| Inception Date | Jul 15, 2009 |
About CSGYX
The Fund's investment strategy focuses on Small-Cap with 0.9% total expense ratio. The minimum amount to invest in Columbia Funds Series Trust I: Columbia Small Cap Growth Fund I; Institutional 3 Class Shares is $1,000,000 on a standard taxable account. Columbia Funds Series Trust I: Columbia Small Cap Growth Fund I; Institutional 3 Class Shares seeks capital appreciation. CSGYX will focus on growth stocks. CSGYX 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.
Performance
CSGYX had a total return of 10.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.85%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VRTGX | Vanguard | Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.08% |
Top 10 Holdings
25.06% of assets| Name | Symbol | Weight |
|---|---|---|
| RBC Bearings Incorporated | RBC | 3.80% |
| AAON, Inc. | AAON | 3.00% |
| Carpenter Technology Corporation | CRS | 2.83% |
| Kratos Defense & Security Solutions, Inc. | KTOS | 2.40% |
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | 2.33% |
| Hamilton Lane Incorporated | HLNE | 2.21% |
| Glaukos Corporation | GKOS | 2.18% |
| ICU Medical, Inc. | ICUI | 2.12% |
| Sprouts Farmers Market, Inc. | SFM | 2.10% |
| Talen Energy Corporation | TLN | 2.09% |