Columbia Small Cap Growth’s experienced managers are stretched thin, and their approach isn’t as rigorous as once thought. As a result, its Process Pillar rating drops to Average from Above Average, while its Average People Pillar rating remains intact.
Columbia Small Cap Growth Fund Class C CGOCX
- NAV / 1-Day Return 24.50 / −4.60 %
- Total Assets 3.6B
-
Adj. Expense Ratio
1.970%
- Expense Ratio 1.970%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 122%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 1:49 AM GMT+0
Morningstar’s Analysis CGOCX
Will CGOCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CGOCX 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 CGOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 3.93 | 133M | Industrials |
Columbia Short-Term Cash | 3.55 | 120M | Cash and Equivalents |
Hut 8 Corp | 2.89 | 97M | Financial Services |
SiTime Corp Ordinary Shares | 2.79 | 94M | Technology |
Credo Technology Group Holding Ltd | 2.43 | 82M | Technology |
Rush Street Interactive Inc Ordinary Shares - Class A | 2.40 | 81M | Consumer Cyclical |
Brinker International Inc | 2.35 | 79M | Consumer Cyclical |
RBC Bearings Inc | 2.32 | 78M | Industrials |
Glaukos Corp | 2.13 | 72M | Healthcare |
Modine Manufacturing Co | 2.07 | 70M | Consumer Cyclical |
United States