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Columbia Integrated Small Cap Gr Adv ISGLX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.87  /  +2.91 %
  • Total Assets 22.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 58%

USD | NAV as of Jul 11, 2024 | 1-Day Return as of Jul 11, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ISGLX

Will ISGLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Columbia Integrated Small Cap Gr Adv's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings ISGLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.15 499,733
Technology

Onto Innovation Inc

2.03 471,756
Technology

Insmed Inc

1.88 435,831
Healthcare

Hims & Hers Health Inc Ordinary Shares - Class A

1.69 393,818
Consumer Defensive

Vital Farms Inc Ordinary Shares

1.62 375,813
Consumer Defensive

Duolingo Inc

1.59 368,828
Technology

Primo Water Corp

1.56 363,058
Consumer Defensive

REV Group Inc

1.54 358,742
Industrials

AeroVironment Inc

1.46 340,218
Industrials

CommVault Systems Inc

1.46 339,216
Technology