Morningstar

Columbia Integrated Small Cap Growth Fund Class A ISGDX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return —  /  —
  • Total Assets 33.5M
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.210%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 78%

Morningstar’s Analysis ISGDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Integrated Small Cap Gr A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ISGDX

More ISGDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bowman Consulting Group Ltd

2.01 671,772
Industrials

AtriCure Inc

1.82 610,274
Healthcare

Remitly Global Inc

1.74 582,451
Technology

Par Pacific Holdings Inc

1.73 578,861
Energy

Freshworks Inc Ordinary Shares Class A

1.68 562,980
Technology

Vertex Inc Class A

1.59 531,000
Technology

Acadian Asset Management Inc

1.58 528,839
Financial Services

SSR Mining Inc

1.58 528,420
Basic Materials

Steven Madden Ltd

1.43 477,139
Consumer Cyclical

Revolution Medicines Inc Ordinary Shares

1.41 473,017
Healthcare

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