Columbia Integrated Small and Mid Cap Co (S:0P00003GW0)
108.58
+7.00
(+6.89%)
USD |
Jun 30 2026
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 |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of September 09, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Onto Innovation, Inc. | 1.51% | 281.22 | 4.93% |
| Carpenter Technology Corp. | 1.39% | 458.50 | -3.54% |
| F5, Inc. | 1.37% | 389.34 | -0.29% |
| Roku, Inc. | 1.36% | 155.33 | -0.17% |
| Insmed, Inc. | 1.28% | 124.90 | -1.10% |
| US Foods Holding Corp. | 1.27% | 103.04 | -0.96% |
| SiTime Corp. | 1.27% | 598.38 | -2.24% |
| BorgWarner, Inc. | 1.23% | 66.25 | -1.91% |
| Globe Life, Inc. | 1.23% | 170.56 | -2.13% |
| Harmonic, Inc. | 1.23% | 11.96 | 1.53% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian 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 |
| 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 | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |