About ISGNX
Columbia Integrated Small Cap Growth Fund Institutional Class is a mutual fund designed for long-term capital appreciation by investing primarily in small-cap growth companies. The fund’s primary function is to provide institutional investors with targeted exposure to innovative, growing businesses, specifically those in the small-cap segment that demonstrate strong momentum and growth potential. Columbia Integrated Small Cap Growth Fund Institutional Class focuses on a diversified portfolio across sectors, with notable holdings in healthcare, technology, industrials, consumer cyclicals, energy, and financial services. Its portfolio management emphasizes a disciplined, research-driven process to identify companies poised for sustainable growth, while maintaining a competitive expense structure within its peer group. With a relatively low minimum initial investment for institutional shares, the fund serves as a practical access point for institutions seeking participation in the dynamic small-cap growth segment of the equity market. Morningstar notes that while the fund maintains cost advantages over peers, its process and people pillar ratings reflect some limitations.
Fund Family Columbia Threadneedle
Category Small Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol ISGNX
Share Class Institutional Class
Index Russell 2000 Growth TR
ISGNX had a total return of 33.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.48%.
