Columbia Small Cap Growth Fund
COLUMBIA FUNDS SERIES TRUST I · 7 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
Columbia Small Cap Growth Fund is an actively managed U.S. equity fund. 47% of CGOAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 89% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2025 Q4
Columbia Small Cap Growth Fund (the Fund) seeks long-term capital appreciation.
The fund invests at least 80% of assets in equity securities of small-cap companies within the market capitalization range of the Russell 2000 Growth Index, selecting for long-term above-average earnings growth potential and occasionally emphasizing health care, industrials, and information technology sectors. The fund may also pursue special situations including initial public offerings, mergers, and companies undergoing management changes or developing new technologies, and may invest up to 20% of assets in foreign securities. The fund's strategy involves frequent trading of portfolio securities. Because the fund's selection depends on manager judgment about earnings growth potential rather than index replication, its holdings and returns may diverge from the Russell 2000 Growth Index.
| Share class | Expense ratio |
|---|---|
| CGOAX | 1.22% |
| CGOCX | 1.97% |
| CMSCX | 0.97% |
| CSGYX | 0.83% |
| CCRIX | 1.47% |
| CSCRX | 0.88% |
| CMSHX | 0.97% |
Portfolio turnover 122.00% · as of 2025 Q4
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 96.52% |
| Cash & short-term | 3.47% |
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Industrials | 27.1% |
| Information Technology | 22.3% |
| Health Care | 19.3% |
| Consumer Discretionary | 9.2% |
| 8 smaller | 22.2% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +58.54% | +94.03% | +23.98% | 22.51% | -19.57% | |
| +57.31% | +89.64% | +19.46% | 22.46% | -19.83% | |
| +58.87% | +95.34% | +25.56% | 22.48% | -19.50% | |
| +59.16% | +96.25% | +26.54% | 22.50% | -19.46% | |
| +58.07% | +92.52% | +22.45% | 22.45% | -19.66% | |
| — | — | — | — | — | |
| +58.99% | +95.97% | +26.17% | 22.45% | -19.46% | |
| +58.91% | — | — | 22.50% | — |
May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| BE | Bloom Energy CorpBE | 3.63% | $285.00 | $133.32M | 467.8K |
| HUT | Hut 8 CorpHUT | 3.50% | $124.83 | $128.48M | 1.0M |
| — | COLUMBIA SHORT TERM CASH FUND | 3.47% | — | $127.45M | — |
| DOCN | DigitalOcean Holdings IncDOCN | 3.44% | $155.95 | $126.20M | 809.2K |
| — | Credo Technology Group Holding Ltd | 2.74% | $236.03 | $100.78M | 427.0K |
| RIOT | Riot Platforms IncRIOT | 2.59% | $27.11 | $94.97M | 3.5M |
| EAT | Brinker International IncEAT | 2.31% | $142.38 | $84.72M | 595.0K |
| BW | Babcock & Wilcox Enterprises IncBW | 2.24% | $18.45 | $82.41M | 4.5M |
| RBC | RBC Bearings IncRBC | 2.04% | $571.96 | $74.87M | 130.9K |
| CRS | Carpenter Technology CorpCRS | 1.92% | $468.98 | $70.47M | 150.3K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.
Top 10 positions are 27.87% of net assets, top 25 52.06%, across 106 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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