Columbia Small Cap Growth Fund
Actively managed U.S. stock fund
As of its 2026 Q2 report, Columbia Small Cap Growth Fund held 106 positions with $3.67B in net assets. Its ten largest holdings made up 27.9% of the fund. The CGOAX share class costs 1.22% a year. Over the 12 months to May 2026, CGOAX returned 59.0%, with dividends reinvested. In 2026 Q2 it added 35 new positions and exited 36.
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.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
3.63% | $133.32M | 467.8K | $285.00 | |
HUTHut 8 Corp | 3.50% | $128.48M | 1.0M | $124.83 |
COLUMBIA SHORT TERM CASH FUND | 3.47% | $127.45M | — | — |
3.44% | $126.20M | 809.2K | $155.95 | |
Credo Technology Group Holding Ltd | 2.74% | $100.78M | 427.0K | $236.03 |
2.59% | $94.97M | 3.5M | $27.11 | |
2.31% | $84.72M | 595.0K | $142.38 | |
2.24% | $82.41M | 4.5M | $18.45 | |
2.04% | $74.87M | 130.9K | $571.96 | |
1.92% | $70.47M | 150.3K | $468.98 |
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.
All 106 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 96.52% |
| Cash & short-term | 3.47% |
By sector
- Industrials
- 27.1%
- Information Technology
- 22.3%
- Health Care
- 19.3%
- Consumer Discretionary
- 9.2%
- 8 other sectors
- 22.2%
- Industrials
- 27.1%
- Information Technology
- 22.3%
- Health Care
- 19.3%
- Consumer Discretionary
- 9.2%
- International
- 4.6%
- Communication Services
- 4.3%
- Cash
- 3.5%
- Financials
- 3.3%
- Materials
- 2.4%
- Consumer Staples
- 1.9%
- Energy
- 1.7%
- Utilities
- 0.5%
How it has done
CGOAX share class · total returns with dividends reinvested
Volatility over the last 12 months: 22.58%. Past returns are a record, not a forecast.
The 8 share classes hold the same portfolio
| Share class | Expense ratio | 1 year | 3 years | 5 years | Worst fall |
|---|---|---|---|---|---|
| 1.22% | +59.02% | +110.00% | +39.52% | -19.57% | |
| 1.97% | +57.90% | +105.41% | +34.49% | -19.83% | |
| 0.97% | +59.40% | +111.51% | +41.35% | -19.50% | |
| 0.83% | +59.60% | +112.51% | +42.37% | -19.46% | |
| 1.47% | +58.61% | +108.46% | +37.88% | -19.66% | |
| — | — | — | — | — | |
| 0.88% | +59.56% | +112.15% | +42.04% | -19.46% | |
| 0.97% | +59.40% | — | — | — |
Fees & fund details
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
- Expense ratio, by class
- 0.83% – 1.97%· CGOAX 1.22%
- Portfolio turnover
- 122.00% a year · as of 2025 Q4
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
35 new· the largest 8
36 exited· the largest 8
Understand how this fund fits with the rest.
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