Columbia announced on April 30, 2021, that Columbia Small Cap Growth will close to new investors on June 1, 2021, amid strong inflows. The strategy retains its Morningstar Analyst Ratings of Bronze and Neutral.
Will CGOAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGOAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CGOAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CGOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.