Columbia Small Cap Growth Inst3 (CSGYX)
| Fund Assets | 3.87B |
| Expense Ratio | 0.83% |
| Min. Investment | $1,000,000 |
| Turnover | 122.00% |
| Dividend (ttm) | 1.68 |
| Dividend Yield | 3.87% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 43.34 |
| YTD Return | 24.32% |
| 1-Year Return | 47.17% |
| 5-Year Return | 36.55% |
| 52-Week Low | 30.06 |
| 52-Week High | 44.94 |
| Beta (5Y) | 1.23 |
| Holdings | 107 |
| 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 47.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.98%.
Top 10 Holdings
27.88% of assets| Name | Symbol | Weight |
|---|---|---|
| Bloom Energy Corporation | BE | 3.63% |
| Hut 8 Corp. | HUT | 3.50% |
| Columbia Short-Term Cash | n/a | 3.48% |
| DigitalOcean Holdings, Inc. | DOCN | 3.44% |
| Credo Technology Group Holding Ltd | CRDO | 2.74% |
| Riot Platforms, Inc. | RIOT | 2.59% |
| Brinker International, Inc. | EAT | 2.31% |
| Babcock & Wilcox Enterprises, Inc. | BW | 2.24% |
| RBC Bearings Incorporated | RBC | 2.04% |
| Carpenter Technology Corporation | CRS | 1.92% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 5, 2025 | $1.6754 | Dec 5, 2025 |
| Dec 7, 2021 | $2.97999 | Dec 7, 2021 |
| Dec 7, 2020 | $2.27236 | Dec 7, 2020 |
| Dec 5, 2019 | $1.84203 | Dec 5, 2019 |
| Dec 6, 2018 | $3.38533 | Dec 6, 2018 |
| Dec 6, 2017 | $3.21032 | Dec 6, 2017 |