Columbia Integrated Small and Mid Cap Co (S:0P00003GW0)
87.15
+1.22
(+1.42%)
USD |
Sep 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| Broad Category | None |
| Global Peer Group | None |
| Peer Group | None |
| Global Macro | None |
| US Macro | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of December 18, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Insmed, Inc. | 1.79% | 165.12 | -16.80% |
| Comfort Systems USA, Inc. | 1.63% | 921.60 | 4.28% |
| EMCOR Group, Inc. | 1.60% | 615.16 | 3.13% |
| Coeur Mining, Inc. | 1.39% | 17.16 | -0.23% |
| Nextpower, Inc. | 1.37% | 87.65 | 2.12% |
| F5, Inc. | 1.33% | 259.73 | 1.43% |
| TechnipFMC plc | 1.31% | 43.49 | -2.01% |
| Lyft, Inc. | 1.30% | 19.90 | 3.75% |
| Primoris Services Corp. | 1.29% | 125.20 | 1.83% |
| Sally Beauty Holdings, Inc. | 1.26% | 15.06 | -0.10% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Administrative Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Trustee Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| Broad Category | None |
| Global Peer Group | None |
| Peer Group | None |
| Global Macro | None |
| US Macro | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | -- |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |