Skip to Content
Morningstar

Columbia Small Cap Growth Inst CMSCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 23.99  /  −0.99 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 118%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

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.

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.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CMSCX

More CMSCX Holdings
  • 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