Columbia Small Cap Growth Fund Class R CCRIX Strategy

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Strategy

The investment seeks long-term capital appreciation. 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.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
CMSHX
Columbia Small Cap Growth Fund Class SNo LoadOpen $44.03M0.970%Below Average$0−$4.55M
CMSCX
Columbia Small Cap Growth Fund Institutional ClassInstitutionalOpen $1.75B0.970%Above Average$2,000$137.52M
CSGYX
Columbia Small Cap Growth Fund Institutional 3 ClassInstitutionalOpen $874.20M0.830%Below Average$2,000$42.50M
CSCRX
Columbia Small Cap Growth Fund Institutional 2 ClassInstitutionalOpen $144.98M0.880%Below Average$0$37.66M
CGOAX
Columbia Small Cap Growth Fund Class AFront LoadOpen $562.09M1.220%Average$2,000−$14,645.65
CGOCX
Columbia Small Cap Growth Fund Class CLevel LoadOpen $46.46M1.970%Average$2,000$50,421.46
CCRIX
Columbia Small Cap Growth Fund Class RRetirement, MediumOpen $36.52M1.470%Above Average$0$13.07M

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