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Columbia Small Cap Growth Inst3 (CSGYX)
At close: 8:00 PM EDT
Fund Summary
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 Small Cap Growth Inst3
Boston MA 02111
One Financial Center
Fund Overview
| Category | Small Growth |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.21B |
| YTD Return | 19.66% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2024 |
Fund Operations
| Last Dividend | -- |
| Last Cap Gain | -11.00 |
| Holdings Turnover | 118.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | CSGYX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.84% | 1.21% |
| Prospectus Net Expense Ratio | 0.84% | -- |
| Prospectus Gross Expense Ratio | 0.86% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.40% |
| Max Deferred Sales Load | -- | 1.27% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Wayne M. Collette, Lead Manager since February 03, 2006
Wayne Collette is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Collette is a co-portfolio manager for small-cap growth and small/mid-cap growth portfolios. Mr. Collette joined one of the Columbia Threadneele Investments legacy firms in 2001 where he was an analyst and was promoted to senior portfolio manager in 2006. Previously, Mr. Collette served as an equity research analyst at Neuberger Berman and Schroder Capital Management, covering small- and mid-cap stocks. He has been a member of the investment community since 1996
Mr. Collette receieved a B.A. in political science from Brandeis University and and MBA in finance from Columbia Business School for Columbia University. In addition, he is a member of the CFA Society of Portland and holds the Chartered Financial Analyst designation. Morningstar Style Box
Morningstar Category
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