Morningstar

Columbia Small Cap Growth Fund Institutional Class CMSCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 37.60  /  +1.38 %
  • Total Assets 3.4B
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 122%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 9:20 PM GMT+0

Morningstar’s Analysis CMSCX

Will CMSCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Performance up, confidence down.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Small Cap Growth’s experienced managers are stretched thin, and their approach isn’t as rigorous as once thought. As a result, its Process Pillar rating drops to Average from Above Average, while its Average People Pillar rating remains intact.

by David Carey
Rated on Published on

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Portfolio Holdings CMSCX

More CMSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

5.46 193M
Cash and Equivalents

Hut 8 Corp

2.92 103M
Financial Services

Sphere Entertainment Co Ordinary Shares - Class A

2.76 97M
Communication Services

Brinker International Inc

2.67 94M
Consumer Cyclical

Karman Holdings Inc

2.54 90M
Industrials

Guardant Health Inc

2.48 87M
Healthcare

DigitalOcean Holdings Inc

2.34 83M
Technology

Icon PLC

2.19 77M
Healthcare

Victoria's Secret & Co

2.13 75M
Consumer Cyclical

RBC Bearings Inc

2.04 72M
Industrials

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