Columbia Small Cap Growth's managers use a proven approach, but recent changes in their responsibilities warrant caution.
Columbia Small Cap Growth A CGOAX
- NAV / 1-Day Return 21.70 / +1.02 %
- Total Assets 1.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.240%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 118%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0
Morningstar’s Analysis CGOAX
Will CGOAX 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 24.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Natera Inc | 3.47 | 67.0 Mil | Healthcare |
XPO Inc | 3.09 | 59.6 Mil | Industrials |
Core & Main Inc Class A | 2.95 | 57.0 Mil | Industrials |
Bio-Techne Corp | 2.46 | 47.4 Mil | Healthcare |
SiteOne Landscape Supply Inc | 2.31 | 44.6 Mil | Industrials |
FTAI Aviation Ltd | 2.26 | 43.6 Mil | Industrials |
Cava Group Inc | 2.11 | 40.7 Mil | Consumer Cyclical |
Dave & Buster's Entertainment Inc | 2.08 | 40.2 Mil | Communication Services |
Floor & Decor Holdings Inc Class A | 2.05 | 39.6 Mil | Consumer Cyclical |
Chemed Corp | 1.96 | 37.7 Mil | Healthcare |