Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Columbia Small Cap Growth Inst3 (CSGYX)

26.23
-0.68
(-2.53%)
At close: March 28 at 8:00:26 PM EDT
Loading Chart for CSGYX
  • Previous Close 26.91
  • YTD Return -3.65%
  • Expense Ratio 0.85%
  • Category Small Growth
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.29B
  • Beta (5Y Monthly) 1.24
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 146.00%
  • Last Dividend --
  • Inception Date Nov 1, 2005

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

2.29B

Net Assets

2005-11-01

Inception Date

Performance Overview: CSGYX

View More

Trailing returns as of 3/27/2025. Category is Small Growth.

YTD Return

CSGYX
3.65%
Category
12.40%
 

1-Year Return

CSGYX
9.77%
Category
55.69%
 

3-Year Return

CSGYX
4.78%
Category
19.34%
 

5-Year Return

CSGYX
10.24%
Category
20.72%
 

People Also Watch

Holdings: CSGYX

View More

Sector Weightings

SectorCSGYX
Industrials   29.06%
Healthcare   20.98%
Technology   20.08%
Energy   2.77%
Real Estate   0.00%
Utilities   0.00%

Recent News: CSGYX

View More

Research Reports: CSGYX

View More

Top Mutual Funds