Cortina Small Cap Growth Fund (CRSGX)

19.22
Net Asset Value
-1.28%
1 Day
+18.06%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.76%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital. The fund will normally invest at least 80% of its assets in common stocks of small capitalization ("small-cap") companies. The adviser considers a company to be a small-cap company if- at the time of purchase- the company has a market capitalization less than $2.5 billion. Under normal market conditions- the weighted average market capitalization of the fund's portfolio will be less than that of the Russell 2000 Growth Index- and sector weights are limited to- on an absolute basis- no more than 1500 basis points over- or under-weight any one sector in the Russell 2000 Growth Index.

Performance

1 month+8.65% 3 years+14.83%
3 months+14.54% 5 years+12.31%
1 year+25.08% Since inception+13.47%
Data through --

Peer Comparisonvs. Small growth

 CRSGXCategory
Performance 5-yr return+12.31%+11.88%
Expense ratio1.76%1.27%
Risk 5 year sharpe ratio0.820.89
Net assets$26.7M$1.1B
Average market cap$1.2B$3.5B
Average P/E--25.8
Portfolio turnover88%88%

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Fund Management and Purchase Info

Fund familyCortina Funds Inc
Fund manager & tenureSteve Lilly / 6 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock96.91%
International stock2.11%
Cash0.98%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
OLLI Ollie's Bargain Outlet Holdings Inc1.80%
LPSN LivePerson Inc1.71%
AAXN Axon Enterprise Inc1.56%
WING Wingstop Inc1.42%
LLNW Limelight Networks Inc1.41%
KTWO K2M Group Holdings Inc1.39%
CLDR Cloudera Inc1.38%
RPD Rapid7 Inc1.36%
TCMD Tactile Systems Technology Inc1.33%
NVCR Novocure Ltd1.31%