ISGDX – Columbia Integrated Small Cap Gr A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide shareholders with capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small capitalization companies. The fund invests substantially in securities of U.S. issuers. The fund generally invests in common stocks. The fund may at times emphasize one or more sectors in selecting its investments, including the health care, industrials, and information technology sectors.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ISGNX	Columbia Integrated Small Cap Growth Fund Institutional Class	Institutional	Open			Jan 26, 2022	$9.36M	0.990%	Above Average	$2,000	$1.71M
ISGDX	Columbia Integrated Small Cap Growth Fund Class A	Front Load	Open			May 31, 2017	$24.11M	1.240%	Average	$2,000	−$1.40M

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