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Columbia Small Cap Growth Fund Class I3: (MF: CSGYX)

(NASDAQ Mutual Funds) As of Aug 7, 2026 05:16 PM ET

$43.29 USD

+0.84 (1.98%)

Zacks MF Rank

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 30.41 8
3 months 35.56 2
6 months 30.41 8
1 Year 55.45 5
3 Year 27.35 2
5 Year 7.39 47
10 Year 18.04 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2026

1 Year 55.45
5 Year 7.38
10 Year 18.04
Since Inception 15.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.80 35.56 NA NA
2025 -12.28 16.55 14.20 4.37
2024 13.52 -3.03 8.70 4.00
2023 10.88 9.14 -5.13 10.08
2022 -17.66 -26.45 1.44 3.34
2021 2.36 5.81 -3.25 -6.98

Annual Return

20262025202420232022202120202019201820172016
% Total Return 30.4121.8524.4526.39-36.51-2.5370.3941.16-1.9428.9313.00
% Total Return Rel to Index 11.773.63-0.560.14-18.30-31.2251.999.672.457.141.06
% Total Return Rel to Peer 8.8214.5512.5210.31-16.99-21.8551.4015.738.8313.33-2.94
% Perf Quintile vs Peer* 1.001.001.001.005.005.001.001.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.670.000.000.002.982.271.843.383.211.55
Expense Ratio 0.820.830.840.860.840.830.900.920.930.940.94

* 1 = Top 20%, 5 = Bottom 20%