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Cortina Small Cap Growth Fund (CRSGX)

16.17
Net Asset Value
+1.38%
1 Day
-4.71%
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-- 3 years--
3 months-- 5 years--
1 year-- Since inception+12.92%
Data through --

Peer Comparisonvs. Small growth

 CRSGXCategory
Performance 5-yr return--+13.02%
Expense ratio1.76%1.28%
Risk 5 year sharpe ratio0.861.04
Net assets$26.7M$1.0B
Average market cap$1.1B$3.8B
Average P/E--29.7
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. stock95.84%
Cash2.31%
International stock1.85%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FORM FormFactor Inc1.96%
LLNW Limelight Networks Inc1.76%
KTWO K2M Group Holdings Inc1.65%
FIVE Five Below Inc1.61%
NEO Neogenomics Inc1.56%
WIFI Boingo Wireless Inc1.50%
DPLO Diplomat Pharmacy Inc1.49%
OLLI Ollie's Bargain Outlet Holdings Inc1.47%
CVLT CommVault Systems Inc1.39%
VRNS Varonis Systems Inc1.35%