Skip to Content

Columbia Small Cap Growth Inst CMSCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 24.52  /  +0.70 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above 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 Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:11 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.

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 CMSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

2.74 48.2 Mil
Healthcare

Core & Main Inc Class A

2.73 48.0 Mil
Industrials

XPO Inc

2.45 43.2 Mil
Industrials

SiteOne Landscape Supply Inc

2.43 42.7 Mil
Industrials

Procore Technologies Inc

2.37 41.8 Mil
Technology

Bio-Techne Corp

2.11 37.2 Mil
Healthcare

Repligen Corp

2.09 36.9 Mil
Healthcare

Saia Inc

2.06 36.3 Mil
Industrials

Floor & Decor Holdings Inc Class A

2.06 36.3 Mil
Consumer Cyclical

FTAI Aviation Ltd

2.03 35.8 Mil
Industrials