Nasdaq - Delayed Quote USD

Columbia Small Cap Growth S (CMSHX)

28.09 +0.39 (+1.41%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 27.70
  • YTD Return --
  • Expense Ratio 0.99%
  • Category Small Growth
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 2.21B
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 118.00%
  • Last Dividend --
  • Inception Date Oct 2, 2024

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 Russell 2000 Growth 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.

Columbia Threadneedle

Fund Family

Small Growth

Fund Category

2.21B

Net Assets

2024-10-02

Inception Date

Performance Overview: CMSHX

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Trailing returns as of 10/25/2024. Category is Small Growth.

YTD Return

CMSHX
0.00%
Category
12.40%
?

1-Year Return

CMSHX
0.00%
Category
55.69%
?

3-Year Return

CMSHX
0.00%
Category
19.34%
?

5-Year Return

CMSHX
0.00%
Category
20.72%
?

Holdings: CMSHX

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Top 10 Holdings (26.23% of Total Assets)

SymbolCompany% Assets
FTAI
FTAI Aviation Ltd. 3.13%
CRS
Carpenter Technology Corporation 2.86%
ONTO
Onto Innovation Inc. 2.75%
AAON
AAON, Inc. 2.72%
XPO
XPO, Inc. 2.71%
SITE
SiteOne Landscape Supply, Inc. 2.49%
CHE
Chemed Corporation 2.48%
ICUI
ICU Medical, Inc. 2.48%
RBC
RBC Bearings Incorporated 2.30%
TECH
Bio-Techne Corporation 2.30%

Sector Weightings

Recent News: CMSHX

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Research Reports: CMSHX

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