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Columbia Small Cap Growth I Fund Class C (CGOCX)

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 typically 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+4.06% 3 years+16.45%
3 months+6.99% 5 years+13.48%
1 year+30.47% Since inception+9.04%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.48%+13.02%
Expense ratio2.16%1.29%
Risk 5 year sharpe ratio0.860.95
Net assets$454.7M$974.5M
Average market cap$2.8B$3.7B
Average P/E21.729.8
Portfolio turnover142%142%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureWayne Collette / 11 Years
Minimal initial investment$5,000.00
Minimum IRA investment$5,000.00


U.S. stock92.95%
Fixed income1.82%
International stock1.33%
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
SIX Six Flags Entertainment Corp2.64%
TREE LendingTree Inc2.63%
PAYC Paycom Software Inc2.53%
VEEV Veeva Systems Inc2.32%
COHR Coherent Inc2.24%
FICO Fair Isaac Corp2.06%
WAGE WageWorks Inc1.95%
BLKB Blackbaud Inc1.91%
COR CoreSite Realty Corp1.91%
LEXEA Liberty Expedia Holdings Inc1.87%