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Columbia Small Cap Growth A CGOAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.60  /  0.92 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.240%
  • 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%

Morningstar’s Analysis CGOAX

Will CGOAX 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 CGOAX

  • Current Portfolio Date
  • Equity Holdings 90
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.74
48,240,192
Healthcare
2.73
47,983,925
Industrials
2.45
43,183,359
Industrials
2.43
42,749,362
Industrials
2.37
41,795,174
Technology
2.11
37,185,719
Healthcare
2.09
36,867,271
Healthcare
2.06
36,335,011
Industrials
2.06
36,280,985
Consumer Cyclical
2.03
35,752,731
Industrials