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Columbia Funds Series Trust I Small Cap Growth Fund I Class I: (MF: CMSCX)

(NASDAQ Mutual Funds) As of Dec 5, 2019 08:00 PM ET

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$20.14 USD

0.00 (NA)

Zacks MF Rank 2-Buy   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Oct 31, 2019

Total Return %* Percentile Rank Objective
YTD 30.17 1
3 months -4.40 83
6 months 2.74 6
1 Year 20.38 1
3 Year 21.24 1
5 Year 14.98 1
10 Year 14.95 8

* Annual for three years and beyond.

Zacks Premium Research for CMSCX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Buy 2
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Portfolio Statistics

%Unrealized Gain YTD 13.23
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 10/31/2019 313.85
%Turnover 10/31/2019 116.00

Risk

3 Year 5 Year 10 Year
Beta 1.22 1.17 1.22
Alpha 3.38 2.83 -0.94
R Squared 0.70 0.69 0.71
Std. Dev. 17.69 16.75 18.21
Sharpe 1.20 0.92 3.00

Sector / Country Weightings

As of 10/31/2019 % of Portfolio
Health 19.30
Technology 18.77
Industrial Cyclical 16.11
Other 13.09
Non-Durable 10.68
Services 10.07
Retail Trade 6.55
Finance 5.12
Energy 0.31

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2019)
% of Portfolio Value (Mil$)
WORLD WRESTLING FED ENTMN 3.20 21.55
BIO TECHNE CORPORATION 3.16 21.28
QUIDEL 2.56 17.19
CANTEL MEDICAL CORP 2.55 17.14
EVERBRIDGE INC 2.50 16.82
PLANET FITNESS INC 2.44 16.45
TREX CO 2.27 15.25
NEOGEN CORP 2.23 15.00
CHEMED CORP 2.23 14.98

Stock Holding % of Net Assets

As Of 8/31/2019
Total Issues 82
Avg. P/E 26.37
Avg. P/Book 3.40
Avg. EPS Growth 8.06
Avg. Market Value (Mil $) 4,527

Allocation

% of Portfolio
Large Growth 17.86
Large Value 0.00
Small Growth 67.99
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 2.30
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00