Morningstar

Columbia Small Cap Growth Fund Institutional 2 Class CSCRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 42.46  /  −0.14 %
  • Total Assets 3.7B
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 122%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSCRX

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

  • People Pillar

    The People Pillar is our evaluation of the CSCRX 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 CSCRX’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 CSCRX

More CSCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sphere Entertainment Co Ordinary Shares - Class A

3.04 118M
Communication Services

DigitalOcean Holdings Inc

2.85 110M
Technology

Brinker International Inc

2.58 100M
Consumer Cyclical

Columbia Short-Term Cash

2.47 96M
Cash and Equivalents

Hut 8 Corp

2.32 90M
Financial Services

RBC Bearings Inc

2.18 84M
Industrials

Karman Holdings Inc

2.18 84M
Industrials

Guardant Health Inc

2.09 81M
Healthcare

Icon PLC

2.05 80M
Healthcare

Modine Manufacturing Co

2.02 78M
Consumer Cyclical

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