Morningstar

Columbia Integrated Small Cap Growth Fund Institutional Class ISGNX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $17.10  /  −1.95 %
  • Fund Size $34.3M
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 78%
NAV and 1-Day Return as of

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
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Portfolio Holdings ISGNX

More ISGNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bowman Consulting Group Ltd

2.01 671,772
Industrials

AtriCure Inc

1.82 610,274
Healthcare

Remitly Global Inc

1.74 582,451
Technology

Par Pacific Holdings Inc

1.73 578,861
Energy

Freshworks Inc Ordinary Shares Class A

1.68 562,980
Technology

Vertex Inc Class A

1.59 531,000
Technology

Acadian Asset Management Inc

1.58 528,839
Financial Services

SSR Mining Inc

1.58 528,420
Basic Materials

Steven Madden Ltd

1.43 477,139
Consumer Cyclical

Revolution Medicines Inc Ordinary Shares

1.41 473,017
Healthcare

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