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Columbia Small Cap Growth R CCRIX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 20.66  /  −1.20 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 118%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CCRIX

Will CCRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CCRIX

  • 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