Morningstar

Columbia Integrated Small Cap Growth Fund Institutional Class ISGNX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.16  /  +0.89 %
  • Total Assets 32.9M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • 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 78%

USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ISGNX

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

  • People Pillar

    The People Pillar is our evaluation of the ISGNX 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 ISGNX’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 Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ISGNX

More ISGNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Par Pacific Holdings Inc

2.07 670,432
Energy

nLight Inc

1.68 544,621
Technology

Acadian Asset Management Inc

1.60 517,989
Financial Services

Life Time Group Holdings Inc

1.59 515,222
Consumer Cyclical

BridgeBio Pharma Inc

1.59 514,738
Healthcare

AtriCure Inc

1.59 514,367
Healthcare

Clear Secure Inc Ordinary Shares Class A

1.58 513,180
Technology

Steven Madden Ltd

1.57 509,184
Consumer Cyclical

V2X Inc

1.55 503,900
Industrials

Remitly Global Inc

1.53 495,976
Technology

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