Nasdaq - Delayed Quote USD
Columbia Small Cap Growth Inst (CMSCX)
25.71
+0.60
+(2.39%)
As of 8:08:43 AM EDT. Market Open.
Top 10 Holdings (25.11% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCMSCX
Industrials 29.06%
Healthcare 20.98%
Technology 20.08%
Consumer Cyclical 11.94%
Financial Services 5.21%
Communication Services 4.72%
Consumer Defensive 3.77%
Energy 2.77%
Basic Materials 1.48%
Real Estate 0.00%
Utilities 0.00%
Overall Portfolio Composition (%)
| Cash | 1.23% |
| Stocks | 98.76% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | CMSCX | Category Average |
|---|---|---|
| Price/Earnings | 0.03 | 34.63 |
| Price/Book | 0.21 | 5.39 |
| Price/Sales | 0.32 | 3.86 |
| Price/Cashflow | 0.04 | 22.99 |
| Median Market Cap | 7,048.51 | 5,964.6 |
| 3 Year Earnings Growth | 0 | 15.48 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | -9.85% |
| 5y Average Return | 14.15% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.29B |
| YTD Return | -3.68% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2005 |
Fund Summary
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.
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