Nasdaq - Delayed Quote USD

Columbia Small Cap Growth S (CMSHX)

25.71
+0.59
+(2.35%)
As of 8:05:26 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -9.85%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Apr 2, 2025) --
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMSHX
Category
YTD
-3.68%
12.40%
1-Month
-7.57%
3.37%
3-Month
-10.46%
4.88%
1-Year
9.62%
55.69%
3-Year
4.60%
19.34%
5-Year
10.08%
20.72%
10-Year
12.06%
13.98%
Last Bull Market
26.00%
27.85%
Last Bear Market
-26.50%
-24.06%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 59
1-Month 68
3-Month 49
1-Year 18
3-Year 23
5-Year 36

Load Adjusted Returns

1-Year 9.62%
3-Year 4.60%
5-Year 10.08%
10-Year 12.06%

Performance & Risk

YTD Return -9.85%
5y Average Return 0.00%
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 --
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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