Columbia Small Cap Growth I Fund Class B (CGOBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
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.


1 month+2.53% 3 years+11.33%
3 months+7.86% 5 years+11.54%
1 year+4.95% Since inception+8.40%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+11.54%+15.53%
Expense ratio2.07%1.40%
Risk 5 year sharpe ratio0.730.95
Net assets$641.8M$805.4M
Average market cap$2.2B$2.9B
Average P/E28.527.5
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


U.S. stock92.46%
International stock4.26%
Fixed income0.00%
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
MIDD Middleby Corp2.39%
PCRX Pacira Pharmaceuticals Inc1.97%
PRAA PRA Group Inc1.68%
ALK Alaska Air Group Inc1.66%
ALGN Align Technology Inc1.64%
QRVO Qorvo Inc1.62%
HLS HealthSouth Corp1.57%
DPZ Domino's Pizza Inc1.50%
EROS Eros International PLC1.47%
PTC PTC Inc1.47%

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