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Columbia Small Cap Growth Inst2 CSCRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.56  /  +0.30 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 118%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CSCRX

Will CSCRX 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 CSCRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

2.93 51.0 Mil
Healthcare

Core & Main Inc Class A

2.83 49.3 Mil
Industrials

XPO Inc

2.43 42.3 Mil
Industrials

FTAI Aviation Ltd

2.39 41.8 Mil
Industrials

SiteOne Landscape Supply Inc

2.34 40.9 Mil
Industrials

Columbia Short-Term Cash

2.31 40.4 Mil
Cash and Equivalents

Repligen Corp

2.24 39.0 Mil
Healthcare

Bio-Techne Corp

2.22 38.7 Mil
Healthcare

Chemed Corp

2.05 35.7 Mil
Healthcare

Rambus Inc

1.98 34.6 Mil
Technology