Nasdaq - Delayed Quote USD
Columbia Small Cap Growth Inst3 (CSGYX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pruco Securities, LLC
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Ameritas NTFN
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Prudential Advisors Command
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 2
- LPL Brokerage Availability - February 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Nylife Securities LLC
- NYLIFE Securities Mutual Fund Advantage Available
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.
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 |
Performance & Risk
| YTD Return | 20.80% |
| 5y Average Return | 11.68% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
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