ISGDX Mutual Fund

ISGDX Mutual Fund (Columbia Integrated Small Cap Growth Fund Class A) is managed by Columbia Threadneedle Investments with $24.4M in net assets. ISGDX expense ratio is 1.24%, holding 143 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2017-05-31.

ISGDX performance shows a YTD return of 17.86%. The 1-year return is 34.26% and the 5-year return is 8.05%. ISGDX dividend yield stands at 16.92%, paid annually.

ISGDX top holdings include Bloom Energy Corporation Com Cl A (4.3%), Credo Technology Group Holding Ltd Ordinary Shares (3.4%), Dycom Industries Inc (2.4%), Fabrinet  (2.2%), Sitime Corp (2.1%). Go to all ISGDX holdings, ISGDX sectors, or ISGDX dividends.

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