CSCRX Mutual Fund

CSCRX Mutual Fund

NAV$41.88
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Fund Essentials - as of May 31, 2026

Net Assets
$129M
Expense Ratio
0.88%
Dividend Yield (Current)
4.14%
Holdings
106
Inception Date
Feb 28, 2013
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+18.41%
1 Year+36.27%
3 Year+22.03%
5 Year+5.58%
10 Year+16.34%

Asset Allocation

Stocks: 95.24%
Cash: 3.47%
Other: 1.29%
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Top Holdings

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TickerNameWeight
BEBloom Energy Corporation Com Cl A3.63%
HUTHut 8 Corp Common Shares3.50%
-Trs Zumtobel Group Ag3.47%
DOCNDigitalocean Holdings Inc3.44%
CRDO:KYCredo Technologynology Group Holdi2.74%
Top 10 Concentration: 27.88%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.14%
Frequency
Annually
Latest Distribution
$2.97
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CSCRX Mutual Fund Overview

CSCRX Mutual Fund (Columbia Small Cap Growth Fund Class I2) is managed by Columbia Threadneedle Investments with $129.2M in net assets. CSCRX expense ratio is 0.88%, holding 106 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2013-02-28.

CSCRX performance shows a YTD return of 18.41%. The 1-year return is 36.27% and the 5-year return is 5.58%. CSCRX dividend yield stands at 4.14%, paid annually.

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

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