ISGDX Mutual Fund

ISGDX Mutual Fund (Columbia Integrated Small Cap Growth Fund Class A) is managed by Columbia Threadneedle Investments with $23.5M in net assets. ISGDX expense ratio is 1.24%, holding 143 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2017-05-31.

ISGDX performance shows a YTD return of 24.16%. The 1-year return is 43.00% and the 5-year return is 4.40%. ISGDX dividend yield stands at 16.06%, paid annually.

ISGDX top holdings include Bloom Energy Corporation Com Cl A (3.1%), Fabrinet (United States) (2.3%), Dycom Industries Inc (2.0%), Coeur Mining Inc Common (2.0%), Spx Corp (1.9%). View all ISGDX holdings, sector breakdown, or dividend history.

ISGDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ISGDX alternatives are available via the screener, along with tax-loss harvesting opportunities.