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.
Columbia Integrated Small Cap Growth Fund Class A ISGDX
- NAV / 1-Day Return — / —
- Total Assets 31.1M
-
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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 5.13 | 2M | Industrials |
Credo Technology Group Holding Ltd | 2.90 | 907,984 | Technology |
Fabrinet | 2.41 | 753,867 | Technology |
Bandwidth Inc Class A | 2.29 | 715,954 | Technology |
Dycom Industries Inc | 1.96 | 614,938 | Industrials |
Nextpower Inc Class A | 1.88 | 588,145 | Technology |
SiTime Corp Ordinary Shares | 1.75 | 547,534 | Technology |
Columbia Short-Term Cash | 1.73 | 540,109 | Cash and Equivalents |
Primoris Services Corp | 1.72 | 538,559 | Industrials |
SPX Technologies Inc | 1.64 | 513,563 | Industrials |
United States