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Cortina Small Cap Growth Fund (CRSGX)

11.27
Net Asset Value
+1.17%
1 Day
-18.80%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.58%
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. Its 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 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-12.21% 3 years-2.18%
3 months-22.21% 5 years--
1 year-23.12% Since inception+7.62%
Data through --

Peer Comparisonvs. Small growth

 CRSGXCategory
Performance 5-yr return--+9.40%
Expense ratio1.58%1.35%
Risk 5 year sharpe ratio--0.49
Net assets$34.3M$756.9M
Average market cap$810.6M$2.8B
Average P/E25.324.3
Portfolio turnover95%95%

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Fund Management and Purchase Info

Fund familyCortina Funds Inc
Fund manager & tenureSteve Lilly / 4 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock86.40%
International stock6.77%
Fixed income4.02%
Cash2.82%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
NXTM NxStage Medical Inc2.48%
ATRC AtriCure Inc2.07%
IMPV Imperva Inc1.75%
MTSI M/A-COM Technology Solutions Holdings Inc1.72%
QTWO Q2 Holdings Inc1.72%
SAAS inContact Inc1.72%
RNG RingCentral Inc1.69%
KTWO K2M Group Holdings Inc1.55%
MXL MaxLinear Inc1.55%
BSFT BroadSoft Inc1.55%

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