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Columbia Small Cap Growth Fund Class I: (MF: CMSCX)
(NASDAQ Mutual Funds) As of Oct 22, 2025 05:18 PM ET
$33.24 USD
-0.98 (-2.86%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.65 | 2 |
| 3 months | 14.17 | 3 |
| 6 months | 33.02 | 2 |
| 1 Year | 21.25 | 2 |
| 3 Year | 23.65 | 1 |
| 5 Year | 7.64 | 76 |
| 10 Year | 14.68 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 170.75 |
| Bear Market (10/07 - 2/09) | -51.52 |
| Bull Market (2/09 - 3/21) | 1,050.12 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 21.25 |
| 5 Year | 7.64 |
| 10 Year | 14.68 |
| Since Inception | 11.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.30 | 16.51 | 14.17 | NA |
| 2024 | 13.50 | -3.10 | 8.71 | 3.93 |
| 2023 | 10.83 | 9.07 | -5.13 | 10.01 |
| 2022 | -17.70 | -26.50 | 1.38 | 3.35 |
| 2021 | 2.34 | 5.77 | -3.29 | -7.02 |
| 2020 | -18.75 | 47.65 | 10.74 | 28.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.65 | 24.27 | 26.16 | -36.62 | -2.67 | 70.16 | 40.97 | -2.06 | 28.75 | 12.72 | 4.01 |
| % Total Return Rel to Index | 1.82 | -0.75 | -0.07 | -18.41 | -31.35 | 51.76 | 9.48 | 2.32 | 6.95 | 0.79 | 2.62 |
| % Total Return Rel to Peer | 11.23 | 12.34 | 10.08 | -17.10 | -21.98 | 51.17 | 15.54 | 8.70 | 13.15 | -3.22 | 8.73 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 2.95 | 2.24 | 1.82 | 3.35 | 3.18 | 1.52 | 10.21 |
| Expense Ratio | 0.96 | 0.99 | 1.03 | 0.99 | 0.96 | 1.04 | 1.08 | 1.09 | 1.09 | 1.12 | 1.11 |
* 1 = Top 20%, 5 = Bottom 20%