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Columbia Small Cap Growth Fund Q4 2025 Commentary

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⚡ Quantum Brief
Columbia Small Cap Growth Fund’s Institutional Class shares delivered a 4.33% return in Q4 2025, outperforming the Russell 2000 Growth Index’s 1.22% gain during the same period. The fund’s strong performance was driven by strategic stock selection in the information technology sector, which contributed most significantly to relative returns. Healthcare investments weighed on results, marking the sector as the fund’s primary underperformer during the quarter. Small-cap U.S. equities rose 2.19% in Q4, slightly trailing large-cap gains of 2.41%, as measured by the Russell 2000 and Russell 1000 indices, respectively. The fund anticipates a favorable 2026 environment, emphasizing its focus on identifying high-growth small-cap opportunities to sustain value creation.
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Columbia Threadneedle Investments1.01K FollowersFollow5ShareSavePlay(10min)CommentsSummaryInstitutional Class shares of Columbia Small Cap Growth Fund returned 4.33% for the fourth quarter, outperforming its benchmark Russell 2000 Growth Index that returned 1.22% during the same period.Selection in the information technology sector led positive contributions to relative performance, while positioning in health care weighed most heavily on relative returns.We view the environment heading into 2026 as supportive of our focus on adding value by identifying the best growth opportunities in the small-cap space. syahrir maulana/iStock via Getty Images Market overview Small-cap U.S. equities posted a gain of 2.19% during the fourth quarter, as measured by the Russell 2000 Index. For comparison, large-cap U.S. equities returned 2.41% during the same period, as gauged by the Russell 1000 Index.This article was written byColumbia Threadneedle Investments1.01K FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information please visit columbiathreadneedleus.com.

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