Columbia Small Cap Growth Fund Institutional 3 Class
CSGYX
NASDAQ
| Weiss Ratings | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Wayne M. Collette (20), Daniel H. Cole (11), Dana Kelley (4) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Small Cap Growth Fund Institutional 3 Class | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Jul 15, 2009 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.17% | |||
| Asset Allocation | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.80% | |||
| Stock | 98.20% | |||
| U.S. Stock | 91.78% | |||
| Non-U.S. Stock | 6.42% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.10% | |||
| 30-Day Total Return | -8.61% | |||
| 60-Day Total Return | -11.20% | |||
| 90-Day Total Return | -14.91% | |||
| Year to Date Total Return | 5.28% | |||
| 1-Year Total Return | 6.98% | |||
| 2-Year Total Return | 32.86% | |||
| 3-Year Total Return | 81.82% | |||
| 5-Year Total Return | 13.16% | |||
| Price | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $36.28 | |||
| 1-Month Low NAV | $35.86 | |||
| 1-Month High NAV | $39.98 | |||
| 52-Week Low NAV | $31.48 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $44.94 | |||
| 52-Week High Price (Date) | Jun 30, 2026 | |||
| Beta / Standard Deviation | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.57 | |||
| Standard Deviation | 22.78 | |||
| Balance Sheet | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.20B | |||
| Operating Ratios | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.83% | |||
| Turnover Ratio | 122.00% | |||
| Performance | CSGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 48.23% | |||
| Last Bear Market Total Return | -26.45% | |||