Morningstar

Columbia Small Cap Growth Fund Class S CMSHX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $34.65  /  −0.09 %
  • Fund Size $3.2B
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 122%
NAV and 1-Day Return as of

Morningstar’s Analysis CMSHX

Will CMSHX outperform in the 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 CMSHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Performance up, confidence down.

Analyst David Carey

David Carey

Analyst

Summary

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.

by David Carey
Rated on Published on

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Portfolio Holdings CMSHX

More CMSHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Guardant Health Inc

2.88 102M
Healthcare

Brinker International Inc

2.38 84M
Consumer Cyclical

Sphere Entertainment Co Ordinary Shares - Class A

2.36 83M
Communication Services

Charles River Laboratories International Inc

2.32 82M
Healthcare

Icon PLC

2.22 78M
Healthcare

DigitalOcean Holdings Inc

2.21 78M
Technology

Karman Holdings Inc

2.19 77M
Industrials

Rush Street Interactive Inc Ordinary Shares - Class A

2.09 74M
Consumer Cyclical

InterDigital Inc

2.06 73M
Technology

Repligen Corp

2.05 72M
Healthcare

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