Columbia Small Cap Growth Inst3 (CSGYX)

Fund Assets	3.40B
Expense Ratio	0.827%
Min. Investment	$1,000,000
Turnover	122.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 5, 2025

Previous Close	37.77
YTD Return	6.41%
1-Year Return	8.47%
5-Year Return	20.80%
52-Week Low	31.48
52-Week High	44.94
Beta (5Y)	1.23
Holdings	114
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.

• Fund Family: Columbia Threadneedle
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: CSGYX
• Share Class: Institutional 3 Class
• Index: Russell 2000 Growth TR

Performance

CSGYX had a total return of 8.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.67%.

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	0.07%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CSCRX	Institutional 2 Class	0.88%
CMSHX	Class S	0.97%
CMSCX	Institutional Class	0.97%
CGOAX	Class A	1.22%

Top 10 Holdings

27.54% of assets

Name	Symbol	Weight
Columbia Short-Term Cash	n/a	5.46%
Hut 8 Corp.	HUT	2.92%
Sphere Entertainment Co.	SPHR	2.76%
Brinker International, Inc.	EAT	2.67%
Karman Holdings Inc.	KRMN	2.54%
Guardant Health, Inc.	GH	2.48%
DigitalOcean Holdings, Inc.	DOCN	2.34%
ICON Public Limited Company	ICLR	2.19%
Victoria's Secret & Co.	VSXY	2.13%
RBC Bearings Incorporated	RBC	2.04%

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

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:

Oct 15, 2026

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