Columbia Small Cap Growth Fund Institutional 3 Class (CSGYX)
| Fund Assets | 2.17B |
| Expense Ratio | 0.85% |
| Min. Investment | $1,000,000 |
| Turnover | 146.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 30.56 |
| YTD Return | 2.94% |
| 1-Year Return | 16.78% |
| 5-Year Return | 38.06% |
| 52-Week Low | 22.92 |
| 52-Week High | 32.01 |
| Beta (5Y) | n/a |
| Holdings | 89 |
| Inception Date | Jul 15, 2009 |
About CSGYX
Columbia Small Cap Growth Fund Institutional 3 Class is an actively managed mutual fund specializing in U.S. small-cap growth equities. The fund’s primary goal is to identify and invest in companies whose earnings per share are growing above average and which are earning returns above their cost of capital. Its strategy emphasizes constructing a diversified portfolio across various sectors, with significant allocations to industrials, technology, healthcare, and energy, reflecting its dynamic approach to capturing growth opportunities among smaller companies. The fund maintains a relatively high portfolio turnover, demonstrating an active management style aimed at capitalizing on shifts in market dynamics and business fundamentals. With a team that applies rigorous stock selection based on a disciplined risk/return assessment, it seeks exposure to firms across the profit life cycle. Columbia Small Cap Growth Fund Institutional 3 Class serves institutional investors seeking focused access to the growth potential of emerging U.S. companies, and it plays a role in broadening portfolio diversification through targeted small-cap exposure within the broader equity market.
Performance
CSGYX had a total return of 16.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.26%.
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
26.18% of assets| Name | Symbol | Weight |
|---|---|---|
| RBC Bearings Incorporated | RBC | 3.61% |
| AAON, Inc. | AAON | 2.95% |
| Carpenter Technology Corporation | CRS | 2.83% |
| Astera Labs, Inc. | ALAB | 2.79% |
| Talen Energy Corporation | TLN | 2.52% |
| Kratos Defense & Security Solutions, Inc. | KTOS | 2.45% |
| AeroVironment, Inc. | AVAV | 2.33% |
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | 2.29% |
| MasTec, Inc. | MTZ | 2.28% |
| IMAX Corporation | IMAX | 2.13% |