Columbia Small Cap Growth's managers use a proven approach, but recent changes in their responsibilities warrant caution.
Columbia Small Cap Growth Inst3 CSGYX
- NAV / 1-Day Return 28.32 / +1.18 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.840%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.00
- Turnover 118%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis CSGYX
Will CSGYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
FTAI Aviation Ltd | 3.13 | 65.7 Mil | Industrials |
Carpenter Technology Corp | 2.86 | 60.0 Mil | Industrials |
Onto Innovation Inc | 2.75 | 57.7 Mil | Technology |
AAON Inc | 2.72 | 56.9 Mil | Industrials |
XPO Inc | 2.71 | 56.8 Mil | Industrials |
SiteOne Landscape Supply Inc | 2.49 | 52.1 Mil | Industrials |
Chemed Corp | 2.48 | 52.0 Mil | Healthcare |
ICU Medical Inc | 2.48 | 52.0 Mil | Healthcare |
RBC Bearings Inc | 2.30 | 48.2 Mil | Industrials |
Bio-Techne Corp | 2.30 | 48.2 Mil | Healthcare |