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Morningstar

Columbia Small Cap Growth Inst3 CSGYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.11  /  +1.40 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.840%
  • 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 —
  • Turnover 118%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSGYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSGYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSGYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Less conviction in this team warrants a downgrade.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Small Cap Growth's managers use a proven approach, but recent changes in their responsibilities warrant caution.

by David Carey
Rated on Published on

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Portfolio Holdings CSGYX

More CSGYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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3.05 60.5 Mil
Industrials

Core & Main Inc Class A

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Industrials

Natera Inc

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Healthcare

FTAI Aviation Ltd

2.63 52.1 Mil
Industrials

SiteOne Landscape Supply Inc

2.33 46.2 Mil
Industrials

Bio-Techne Corp

2.29 45.4 Mil
Healthcare

Dave & Buster's Entertainment Inc

2.05 40.7 Mil
Communication Services

Cava Group Inc

2.04 40.6 Mil
Consumer Cyclical

BWX Technologies Inc

1.86 36.9 Mil
Industrials

Chemed Corp

1.81 36.0 Mil
Healthcare