CMSHX Mutual Fund

CMSHX Mutual Fund (Columbia Small Cap Growth Fund Class S) is managed by Columbia Threadneedle Investments with $49.6M in net assets. CMSHX expense ratio is 0.97%, holding 106 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2024-10-02.

CMSHX performance shows a YTD return of 18.36%. The 1-year return is 36.13% and the 5-year return is 5.47%. CMSHX dividend yield stands at 4.16%, paid annually.

CMSHX top holdings include Bloom Energy Corporation Com Cl A (3.6%), Hut 8 Corp Common Shares (3.5%), Forward Foreign Currency Contract (3.5%), Digitalocean Holdings Inc (3.4%), Credo Technologynology Group Holdi (2.7%). Go to all CMSHX holdings, CMSHX sectors, or CMSHX dividends.

CMSHX can be compared against other funds. Use CMSHX overlap to find shared positions, or CMSHX vs another fund for a side-by-side view. CMSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.