Columbia Small Cap Growth I Fund Class C (CGOCX)

27.20
Net Asset Value
+0.04%
1 Day
-10.32%
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-1.91% 3 years+5.09%
3 months-2.40% 5 years+14.72%
1 year+1.69% Since inception+8.32%
Data through --

Peer Comparisonvs. Small growth

 CGOCXCategory
Performance 5-yr return+14.72%+19.88%
Expense ratio2.07%1.42%
Risk 5 year sharpe ratio0.891.10
Net assets$1.2B$832.2M
Average market cap$2.1B$2.8B
Average P/E29.826.9
Portfolio turnover104%104%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureWayne Collette / 8 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock95.17%
International stock4.70%
Cash0.13%
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
ALGN Align Technology Inc2.37%
MIDD The Middleby Corp2.25%
CSGP CoStar Group Inc2.11%
CCOI Cogent Communications Holdings Inc1.95%
DPZ Domino's Pizza Inc1.94%
SUNE SunEdison Inc1.79%
MMS Maximus Inc1.77%
ASGN On Assignment Inc1.72%
FIVE Five Below Inc1.69%
CONN Conn's Inc1.57%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.