Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.32% -0.11% 2.972M 4550.10
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 20.38M

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund principally invests in common stocks and invests at least 80% of its assets in equity securities. The Fund's rules-based investment framework categorizes stocks in the Index by industry, and the Investment Manager uses proprietary investment models by industry.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Core Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Columbia Threadneedle Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
-0.55%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-4.68%
25.81%
20.20%
14.80%
-20.49%
17.08%
11.54%
12.90%
-1.44%
25.39%
20.03%
14.54%
-20.48%
16.84%
11.39%
12.66%
-1.43%
23.15%
16.01%
24.12%
-16.81%
17.25%
11.14%
10.76%
-3.70%
--
--
--
--
--
--
12.89%
-1.67%
As of March 21, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund principally invests in common stocks and invests at least 80% of its assets in equity securities. The Fund's rules-based investment framework categorizes stocks in the Index by industry, and the Investment Manager uses proprietary investment models by industry.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Core Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Columbia Threadneedle Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders