ISGDX Mutual Fund

ISGDX Mutual Fund (Columbia Integrated Small Cap Growth Fund Class A) is managed by Columbia Threadneedle Investments with $23.5M in net assets. ISGDX expense ratio is 1.24%, holding 143 positions across sectors including Health Care, Information Technology, Consumer Discretionary. Inception date: 2017-05-31.

ISGDX performance shows a YTD return of 15.35%. The 1-year return is 20.17% and the 5-year return is 3.60%.

ISGDX top holdings include Bowman Consulting Group Ltd. (2.0%), Atricure, Inc. (1.8%), Remitly Global, Inc. (1.7%), Par Pacific Holdings Inc (1.7%), Freshworks Inc-Cl A (1.7%). 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.