ISGDX

Active

Columbia Integrated Small Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio

1.24%

Annual Cost per $10K

$124.00

30-Year Fee Drag per $10K

$22,463

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+18.73%

Asset Allocation

US Equity

93%

Intl Equity

Cash

Fee Comparison

ISGDX

1.24%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

17% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+51.19%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

ISGDX at 1.24%$268,295

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$112,317

Cost vs index fund−$109,129

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

Ticker	Name	ER	1yr	3yr	5yr
ISGDX	Columbia Integrated Small Cap Growth Fund	1.24%	+18.73%	+14.77%	—
JLGMX	JPMorgan Large Cap Growth Fund	0.94%	+18.41%	+24.00%	+13.54%
FBCCX	Fidelity Blue Chip Growth Fund	0.97%	—	—	—
OIEFX	JPMorgan Equity Income Fund	0.95%	+9.02%	+10.27%	+11.47%
PABGX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.95%	+21.84%	+25.68%	+10.86%
CDIRX	Columbia Dividend Income Fund	1.15%	+9.72%	+13.23%	+12.29%
TRSAX	T. Rowe Price Growth Stock Fund, Inc.	0.91%	+17.79%	+21.90%	+9.37%
MFEGX	MFS Growth Fund	0.83%	+17.10%	+22.40%	+11.49%
JMUEX	JPMorgan U.S. Equity Fund	0.94%	+13.91%	+19.01%	+14.61%
HRCAX	Harbor Capital Appreciation Fund	0.92%	+18.13%	+24.99%	+10.71%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+18.63%	+22.26%	+13.06%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+20.77%	+27.32%	—
PAMCX	T. Rowe Price Mid-Cap Growth Fund, Inc.	1.01%	+3.75%	+10.13%	+6.61%
FOCKX	Fidelity OTC Portfolio	1.05%	+21.35%	+25.52%	+14.11%
GETGX	Victory Sycamore Established Value Fund	0.89%	+0.11%	+8.61%	+13.96%
TRVLX	T. Rowe Price Value Fund, Inc.	0.69%	+6.70%	+12.86%	+13.45%
FDNRX	Franklin Dynatech Fund	1.07%	+21.70%	+23.68%	+9.78%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+6.91%	+11.59%	+8.95%
OAKMX	Oakmark Fund	0.91%	+11.60%	+18.40%	+18.19%
PRBLX	Parnassus Core Equity Fund	0.82%	+11.78%	+5.72%	+3.42%
FRDPX	Franklin Rising Dividends Fund	0.83%	+8.83%	+12.47%	+11.00%
CCIFX	Columbia Seligman Technology and Information Fund	0.91%	—	—	—
IHGIX	THE HARTFORD DIVIDEND AND GROWTH FUND	0.96%	+6.63%	+12.09%	+12.85%
JVMAX	Disciplined Value Mid Cap Fund	0.74%	+9.93%	+13.60%	+14.55%
PBCJX	Blue Chip Fund	0.92%	+16.69%	+21.06%	+11.28%
PGORX	Putnam Large Cap Growth Fund	0.93%	+22.90%	+19.91%	+15.78%
FAGAX	Fidelity Advisor Growth Opportunities Fund	0.74%	-10.27%	-29.69%	-40.59%
JENIX	The Jensen Quality Growth Fund Inc	1.26%	+2.22%	+10.27%	+9.73%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+22.71%	+28.76%	+16.75%
MLRRX	NYLI Winslow Large Cap Growth Fund	0.79%	+19.38%	+25.81%	+12.87%
PAWAX	T. Rowe Price All-Cap Opportunities Fund	1.05%	+14.73%	+20.73%	+13.31%
ESPAX	Allspring Special Small Cap Value Fund	1.17%	-1.31%	+12.14%	+7.19%
VAFAX	Invesco American Franchise Fund	0.93%	+20.11%	+24.09%	+11.60%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+6.81%	+11.40%	+13.88%
TCRAX	Growth Fund	1.14%	+16.42%	+21.59%	+12.25%
TRULX	T. Rowe Price U.S. Large-Cap Core Fund, Inc.	0.64%	+9.96%	+17.85%	+13.54%
SHAPX	ClearBridge Appreciation Fund	0.91%	+13.69%	+17.47%	+13.32%
UBVAX	Undiscovered Managers Behavioral Value Fund	1.24%	+3.12%	+10.24%	+18.60%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+5.29%	+10.20%	+13.06%
JSECX	JPMorgan Small Cap Equity Fund	1.24%	+0.78%	+6.96%	+7.15%
SHISX	BlackRock Health Sciences Opportunities Portfolio	1.15%	-8.85%	+5.97%	+4.29%
PLCGX	LargeCap Growth Fund I	0.94%	+16.10%	+21.61%	+10.46%
PASVX	T. Rowe Price Small-Cap Value Fund, Inc.	1.16%	+5.29%	+7.06%	+10.25%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+7.54%	+12.33%	+13.43%
RTMTX	Tax-Managed U.S. Large Cap Fund	0.81%	+12.04%	+17.46%	+12.41%
ILGRX	Macquarie Large Cap Growth Fund	0.89%	+11.46%	+20.09%	+6.13%
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+8.65%	+11.38%	+10.38%
BMGAX	BlackRock Mid-Cap Growth Equity Portfolio	0.71%	+9.91%	+10.64%	+4.52%
HGIRX	HARTFORD CORE EQUITY FUND	1.08%	+12.87%	+16.94%	+12.31%
PACOX	T. Rowe Price U.S. Equity Research Fund	0.83%	+14.50%	+20.06%	+14.80%
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund	1.24%	+13.38%	+17.51%	+12.14%
DAGVX	BNY Mellon Dynamic Value Fund	0.93%	+12.11%	+15.84%	+18.62%
DCCAX	Macquarie Small Cap Core Fund	1.06%	+3.92%	+7.97%	+10.36%
LSITX	ClearBridge Large Cap Growth Fund	0.64%	+12.36%	+22.95%	+11.28%
CSIEX	Calvert Equity Fund	0.90%	+4.36%	+11.22%	+9.28%
DEVLX	Macquarie Small Cap Value Fund	1.10%	+5.14%	+8.82%	+13.27%
LGLAX	Lord Abbett Growth Leaders Fund	0.90%	+34.94%	+23.97%	+11.42%
AQEAX	Columbia Disciplined Core Fund	0.94%	+12.83%	+17.76%	+13.81%
PLFMX	LargeCap S&P 500 Index Fund	1.29%	+15.06%	+18.67%	+13.90%
BSCUX	BARON SMALL CAP FUND	1.05%	+4.58%	+11.75%	+6.95%
BARUX	BARON ASSET FUND	1.04%	+5.53%	+11.16%	+5.06%
TSNIX	T. Rowe Price Science & Technology Fund, Inc.	0.67%	+24.77%	+29.86%	+13.51%
TQAAX	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund	1.07%	+4.18%	+12.53%	+8.21%
JHDAX	JPMorgan Hedged Equity 2 Fund	0.85%	+7.22%	+10.63%	—
FUNCX	Victory Pioneer Fundamental Growth Fund	1.72%	—	—	—
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+17.84%	+23.60%	+13.68%
PABVX	MidCap Value Fund I	1.19%	+3.63%	+10.16%	+13.33%
SVFIX	Smead Value Fund	0.90%	—	—	—
SCSCX	Touchstone Strategic Trust-Touchstone Large Cap Focused Fund	0.98%	+14.64%	+17.30%	+12.26%
MEFAX	MassMutual Mid Cap Growth Fund	1.11%	+6.16%	+17.09%	+7.70%
LMPFX	ClearBridge Growth Fund	1.13%	+18.63%	+14.00%	+8.00%
OAKLX	Oakmark Select Fund	0.98%	+10.99%	+16.83%	+16.38%
CSEIX	Cohen & Steers Real Estate Securities Fund	1.10%	-1.08%	+4.49%	+7.35%
CVGCX	Calamos Growth Fund	1.29%	+20.13%	+21.60%	+11.90%
FKUTX	Franklin Utilities Fund	0.71%	+15.46%	+9.43%	+11.76%
TIRTX	Nuveen Large Cap Growth Fund	0.74%	+19.83%	+24.01%	+11.60%
GATEX	Gateway Fund	0.94%	+9.33%	+11.32%	+7.34%
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
HCAFX	THE HARTFORD CAPITAL APPRECIATION FUND	0.70%	+10.54%	+15.44%	+10.41%
HFMCX	THE HARTFORD MIDCAP FUND	1.07%	+7.41%	+7.36%	+4.97%
HGOFX	THE HARTFORD GROWTH OPPORTUNITIES FUND	0.73%	+22.05%	+26.94%	+10.62%
AVPAX	American Beacon Small Cap Value Fund	1.15%	+2.45%	+9.21%	+13.93%
CSGAX	Columbia Seligman Global Technology Fund	1.00%	—	—	—
CZMVX	Multi-Manager Value Strategies Fund$1M min	0.69%	+7.20%	+12.40%	+12.22%
ACUIX	Columbia Dividend Opportunity Fund	1.03%	+9.31%	+10.66%	+11.75%
CSMUX	Carillon Scout Mid Cap Fund	0.85%	+16.81%	+10.15%	+11.20%
IRGFX	Macquarie Small Cap Growth Fund	1.13%	+8.51%	+9.71%	+0.73%
ACILX	Heritage Fund	0.65%	+22.76%	+18.24%	—
JLCFX	Fundamental Large Cap Core Fund	0.91%	+9.35%	+15.92%	+12.13%
ASMMX	Invesco Summit Fund	1.23%	+20.07%	+21.49%	+10.08%
LMOIX	ClearBridge Small Cap Growth Fund	0.78%	+14.05%	+7.34%	+3.77%
FRAAX	Franklin Growth Opportunities Fund	0.68%	+12.05%	+19.33%	+8.81%
PLVJX	LargeCap Value Fund III	0.94%	+7.93%	+11.51%	+12.37%
PARMX	Parnassus Mid Cap Fund	0.95%	+6.65%	+3.48%	+2.09%
CMUCX	Columbia Select Mid Cap Value Fund	0.88%	+6.78%	+10.58%	+13.68%
SCDGX	DWS Core Equity Fund	1.24%	+12.24%	+17.44%	+13.67%
TFFCX	Touchstone Strategic Trust-Touchstone Focused Fund	1.16%	+13.68%	+16.17%	+11.99%
VVSVX	Venerable US Large Cap Strategic Equity Fund	0.86%	+18.68%	—	—
PMDAX	Small-MidCap Dividend Income Fund	1.12%	+6.44%	+11.83%	+13.85%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+13.49%	+13.33%	+5.92%
CZMGX	Multi-Manager Growth Strategies Fund$1M min	0.72%	+21.46%	+25.51%	+13.80%

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