Morningstar

Columbia Small Cap Growth Fund Institutional 3 Class CSGYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 42.42  /  +0.55 %
  • Total Assets 3.6B
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 122%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSGYX

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

  • People Pillar

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

More CSGYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

3.63 133M
Industrials

Hut 8 Corp

3.50 128M
Financial Services

Columbia Short-Term Cash

3.48 128M
Cash and Equivalents

DigitalOcean Holdings Inc

3.44 126M
Technology

Credo Technology Group Holding Ltd

2.74 101M
Technology

Riot Platforms Inc

2.59 95M
Financial Services

Brinker International Inc

2.31 85M
Consumer Cyclical

Babcock & Wilcox Enterprises Inc

2.24 82M
Industrials

RBC Bearings Inc

2.04 75M
Industrials

Carpenter Technology Corp

1.92 70M
Industrials

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