Columbia Small Cap Growth Fund
Data updated: 2026-07-29
C000121791 — Columbia Small Cap Growth Fund. United States Multi-Cap / All-Cap Growth Equity · $3.67B AUM. Holdings, fees, performance and SEC filings.
C000121791 Fund Overview
Columbia Small Cap Growth Fund is a US mutual fund managed by Columbia Funds Series Trust I, categorised as United States Multi-Cap / All-Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Columbia Funds Series Trust I
- Category: United States Multi-Cap / All-Cap Growth Equity
- Assets under management: $3.67B
- 1-year return: 44.4%
- SEC CIK: 0000773757
- SEC series ID: S000012073
- Share class ID: C000121791
C000121791 Investment Objective and Strategy
Columbia Small Cap Growth Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Columbia Funds Series Trust I.
Investment objective
Columbia Small Cap Growth Fund I (the Fund) seeks capital appreciation by investing, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Standard & Poor's (S&P) SmallCap 600 ® Index.
Principal investment strategy
Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the S&P SmallCap 600 Index (the Index) at the time of purchase (between $78.3 million and $8.0 billion as of November 30, 2017). The market capitalization range and composition of the companies in the Index are subject to change. The Fund invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.
The Fund may from time to time emphasize one or more sectors in selecting its investments, including the consumer discretionary sector, health care sector, and information technology sector. The Fund may invest up to 20% of its total assets in foreign securities. The Fund may invest directly in foreign securities or indirectly through depositary receipts. The Fund may invest in special situations, such as companies involved in initial public offerings, tender offers, mergers and other corporate restructurings, and in companies involved in management changes or companies developing new technologies. The Funds investment strategy may involve the frequent trading of portfolio securities.
C000121791 Holdings
Top 10 holdings of Columbia Small Cap Growth Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Bloom Energy Corp | 3.63% |
| Hut 8 Corp | 3.50% |
| Columbia Short Term Cash Fund | 3.47% |
| DigitalOcean Holdings Inc | 3.44% |
| Credo Technology Group Holding Ltd | 2.74% |
| Riot Platforms Inc | 2.59% |
| Brinker International Inc | 2.31% |
| Babcock & Wilcox Enterprises Inc | 2.24% |
| RBC Bearings Inc | 2.04% |
| Carpenter Technology Corp | 1.92% |
C000121791 Portfolio Allocation
Asset-class allocation of Columbia Small Cap Growth Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 96.5% |
| Cash & Equivalents | 3.5% |
C000121791 Performance
Total returns for C000121791 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 44.4% |
| 3 years (annualised) | 1.5% |
| 5 years (annualised) | 11.7% |
C000121791 Risk Information
Risk metrics for C000121791, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 18.4%
C000121791 Costs and Fees
C000121791 costs about $99 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.99%
- Gross expense ratio: 1.03%
- Portfolio turnover: 118%
- Brokerage commissions: 17.31 bps of average net assets (SEC N-CEN)
C000121791 Cashflows
Over the 12 months to 2026-05, Columbia Small Cap Growth Fund had net inflows of $320.70M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-05 | −$676.97K |
| 2026-04 | $20.55M |
| 2026-03 | −$75.45M |
| 2026-02 | $119.01M |
| 2026-01 | $63.06M |
| 2025-12 | $140.15M |
C000121791 Debt Constituents
No individual debt constituents are reported in Columbia Small Cap Growth Fund's latest SEC N-PORT filing.
C000121791 Prospectus and SEC Filings
Official Columbia Small Cap Growth Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2025-12-22
- Prospectus (485BPOS) — filed 2024-12-23
- Prospectus (485BPOS) — filed 2024-06-27
- Portfolio holdings (N-PORT) — filed 2026-07-29
- Portfolio holdings (N-PORT) — filed 2026-04-27
- Portfolio holdings (N-PORT) — filed 2026-01-28
- Annual census (N-CEN) — filed 2024-11-08
- Annual census (N-CEN) — filed 2023-11-13
Related Funds
Other United States Multi-Cap / All-Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.