Columbia Small Cap Growth I Fund Class C (CGOCX)

29.55
Net Asset Value
-0.14%
1 Day
+15.29%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.09%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities of companies that have market capitalizations in the range of companies in the S&P SmallCap 600 ® Index. It invests primarily in common stocks of companies that the Advisor believes have the potential for long-term, above-average earnings growth. The fund may also invest up to 20% of net assets in stocks of companies that have market capitalizations outside the range of the S&P SmallCap 600 ® Index. It may also invest up to 20% of total assets in foreign securities.

Performance

1 month+6.03% 3 years+14.90%
3 months+7.93% 5 years+5.61%
1 year+24.56% Since inception+7.37%
Data through --

Peer Comparisonvs. Small growth

 CGOCXCategory
Performance 5-yr return+5.61%+8.20%
Expense ratio2.09%1.48%
Risk 5 year sharpe ratio0.310.39
Net assets$1.4B$699.1M
Average market cap$1.8B$2.1B
Average P/E23.022.9
Portfolio turnover113%113%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureWayne Collette / 7 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
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
CVLT CommVault Systems, Inc.1.99%
DPZ Domino's Pizza, Inc.1.96%
AZPN Aspen Technology, Inc.1.72%
OSIS OSI Systems, Inc.1.64%
PIR Pier 1 Imports, Inc.1.59%
ALGN Align Technology, Inc.1.58%
BKD Brookdale Senior Living, Inc.1.51%
HMSY HMS Holdings Corporation1.33%
GWRE Guidewire Software Inc1.32%
EXP Eagle Materials, Inc.1.25%

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