Nasdaq - Delayed Quote USD

Columbia Small Cap Growth C (CGOCX)

16.23
-0.07
(-0.43%)
As of 8:05:21 AM EDT. Market Open.
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  • Previous Close 16.30
  • YTD Return -13.72%
  • Expense Ratio 1.99%
  • Category Small Growth
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.03B
  • Beta (5Y Monthly) 1.22
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 146.00%
  • 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

2.03B

Net Assets

2024-10-02

Inception Date

Performance Overview: CGOCX

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Trailing returns as of 5/8/2025. Category is Small Growth.

YTD Return

CGOCX
13.72%
Category
12.40%
 

1-Year Return

CGOCX
0.39%
Category
55.69%
 

3-Year Return

CGOCX
6.05%
Category
19.34%
 

5-Year Return

CGOCX
6.65%
Category
20.72%
 

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Holdings: CGOCX

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Sector Weightings

SectorCGOCX
Industrials   26.75%
Healthcare   21.02%
Technology   18.27%
Energy   3.31%
Utilities   1.38%
Real Estate   0.00%

Recent News: CGOCX

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Research Reports: CGOCX

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