Columbia Small Cap Growth I Fund Class B (CGOBX)

25.18
Net Asset Value
-1.02%
1 Day
+8.72%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.07%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the S&P SmallCap 600 ® Index (the index) at the time of purchase. It invests primarily in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.

Performance

1 month-0.90% 3 years+15.84%
3 months+4.65% 5 years+13.27%
1 year+18.85% Since inception+8.31%
Data through --

Peer Comparisonvs. Small growth

 CGOBXCategory
Performance 5-yr return+13.27%+15.12%
Expense ratio2.07%1.38%
Risk 5 year sharpe ratio0.620.82
Net assets$558.2M$812.0M
Average market cap$2.4B$2.9B
Average P/E24.228.3
Portfolio turnover148%148%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureWayne Collette / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock93.85%
International stock4.69%
Cash1.46%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 15.38%
Healthcare 15.33%
Industrial materials 13.55%
Business service 11.83%
Consumer service 8.88%
Top 10 Holdings
Portfolio weighting
BKU BankUnited Inc2.03%
CRZO Carrizo Oil & Gas, Inc.1.76%
ALGN Align Technology Inc1.74%
CKEC Carmike Cinemas Inc1.74%
SSS Sovran Self Storage Inc1.74%
AKRX Akorn Inc1.71%
PTC PTC Inc1.67%
HLS HealthSouth Corp1.65%
PRAA PRA Group Inc1.52%
EROS Eros International PLC1.52%

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