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Morningstar

Columbia Small Cap Growth Inst CMSCX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CMSCX

Will CMSCX 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 CMSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CMSCX 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 CMSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Impressive managers with a solid approach.

Associate Analyst

Summary

| by David Carey

Columbia Small Cap Growth’s impressive managers and thoughtful approach earn a Morningstar Analyst Rating of Bronze for its most expensive share classes while its four cheapest share classes have been upgraded to Silver.

Unlock our full analysis with Morningstar Investor