Weakness in Columbia Integrated Small Cap Gr Adv's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 13.00 / 3.50 %
- Total Assets 55.6 Mil
-
Adj. Expense Ratio
0.980%
- Expense Ratio 1.020%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 54%
Morningstar’s Analysis ISGLX
Will ISGLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 117
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 12.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Columbia Short-Term Cash
1.25
675,127
Cash and Equivalents