Small Cap Growth Fund Class A (CGOAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.44: the stock has moved about 44% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerSmall Cap Growth Fund Class A (CGOAX) trades at $33.94. Small Cap Growth Fund Class A (CGOAX) seeks long-term capital appreciation by investing primarily in equity securities of small-cap companies within the Russell 2000 Growth Index range. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CGOAX: CGOAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Small Cap Growth Fund Class A (CGOAX) Financial Services Profile
Small Cap Growth Fund Class A (CGOAX) is an asset management fund focused on long-term capital appreciation through investments in small-cap equity securities. The fund targets companies within the Russell 2000 Growth Index, seeking above-average earnings growth in the competitive financial services sector.
What Is the Investment Thesis for CGOAX?
CGOAX presents a focused investment strategy targeting long-term capital appreciation through small-cap growth stocks. With a beta of 1.44, the fund exhibits higher volatility compared to the market, potentially offering greater returns during favorable market conditions. The fund's alignment with the Russell 2000 Growth Index provides a benchmark for performance evaluation. A key value driver is the fund's ability to identify and capitalize on companies with above-average earnings growth potential within the small-cap space. However, the absence of dividend payouts may deter income-focused investors. The fund's success hinges on its stock-picking capabilities and effective management of market volatility.
Based on FMP financials and quantitative analysis
CGOAX Key Highlights
CGOAX focuses on long-term capital appreciation through investments in small-cap equity securities.
- The fund invests at least 80% of its net assets in companies within the market capitalization range of the Russell 2000 Growth Index.
- CGOAX seeks companies with the potential for above-average earnings growth.
- The fund's beta of 1.44 indicates higher volatility compared to the broader market.
- CGOAX does not offer a dividend yield, focusing solely on capital appreciation.
Who Are CGOAX's Competitors?
CGOAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ARGFX Ariel Fund Investor | $80.27 | +0.43% | $2.79B | — |
| CSVZX Columbia Select Large Cap Value Fund | $47.49 | +0.68% | $3.02B | — |
| FMIYX FMI International Fund Institutional Class | $37.39 | +0.62% | $1.91B | — |
| LCGFX William Blair Large Cap Growth Fund Class I | $32.02 | +0.16% | $2.82B | — |
| LCGNX William Blair Large Cap Growth N | $29.29 | +0.14% | $2.84B | — |
| BLK BlackRock, Inc. | $1079.42 | +1.22% | $167B | 52 5-pillar |
| BX Blackstone Inc. | $111.82 | -1.36% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.50 | -0.39% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CGOAX's Key Strengths?
Focus on small-cap growth stocks.
- Alignment with the Russell 2000 Growth Index.
- Experienced investment management team.
- Potential for high returns during favorable market conditions.
What Are CGOAX's Weaknesses?
Higher volatility compared to the broader market.
- Absence of dividend payouts may deter income-focused investors.
- Reliance on stock-picking skills for performance.
- Vulnerability to market downturns affecting small-cap stocks.
What Are the Key Risks for CGOAX?
Higher volatility compared to the broader market.
- Economic downturns negatively impacting small-cap companies.
- Increased competition from other asset management firms.
- Changes in investor sentiment towards small-cap stocks.
- Reliance on stock-picking skills for performance.
What Are CGOAX's Competitive Advantages?
- Established track record in small-cap growth investing.
- Alignment with the Russell 2000 Growth Index provides a clear investment focus.
- Experienced investment management team with expertise in small-cap stock selection.
What Does CGOAX Do?
Small Cap Growth Fund Class A (CGOAX) is an investment fund dedicated to achieving long-term capital appreciation. The fund operates by investing at least 80% of its net assets in equity securities, including common stocks, preferred stocks, and convertible securities, of companies mirroring the market capitalization range found within the Russell 2000 Growth Index at the time of purchase. This investment strategy focuses on identifying companies with the potential for above-average earnings growth over the long term. The fund's approach involves a thorough evaluation of companies, considering both short-term, medium-term and long-term prospects. This flexibility allows the fund to capitalize on various market opportunities and adjust its holdings based on evolving economic conditions and company-specific developments. By concentrating on small-cap companies, CGOAX aims to tap into the higher growth potential often associated with smaller, more agile businesses compared to their larger, more established counterparts. The fund's investment decisions are driven by the goal of maximizing returns for its investors through strategic stock selection and active portfolio management within the small-cap growth segment.
What Products and Services Does CGOAX Offer?
- Invests in equity securities of small-cap companies.
- Targets companies within the market capitalization range of the Russell 2000 Growth Index.
- Seeks long-term capital appreciation for investors.
- Focuses on companies with potential for above-average earnings growth.
- Manages a portfolio of common stocks, preferred stocks, and convertible securities.
- Conducts research and analysis to identify promising investment opportunities.
How Does CGOAX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to increase AUM by attracting new investors and retaining existing ones.
- Utilizes a team of investment professionals to select and manage investments.
What Industry Does CGOAX Operate In?
CGOAX operates within the asset management industry, a segment of the financial services sector characterized by intense competition and evolving investment strategies. The industry is influenced by market trends, economic conditions, and investor sentiment. Funds like CGOAX face competition from other small-cap growth funds, as well as broader market index funds and actively managed portfolios. The asset management industry is experiencing growth driven by increasing investor interest in capital markets and the need for professional investment management services. CGOAX's focus on small-cap growth stocks positions it within a specific niche of the market, requiring specialized expertise and a deep understanding of the small-cap landscape.
Who Are CGOAX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth management firms recommending investment products to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-06 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -2.2%.
CGOAX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap growth stocks.
- Alignment with the Russell 2000 Growth Index.
- Experienced investment management team.
- Potential for high returns during favorable market conditions.
Bear Case
- Higher volatility compared to the broader market.
- Absence of dividend payouts may deter income-focused investors.
- Reliance on stock-picking skills for performance.
- Vulnerability to market downturns affecting small-cap stocks.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CGOAX Latest News
No recent news available for CGOAX.
CGOAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CGOAX.
Price Targets
Wall Street price target analysis for CGOAX.
CGOAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CGOAX; grades run from A+ (80-100) to F (below 30).
CGOAX Financials Stock FAQ
What are the main risks for CGOAX?
The primary risks associated with CGOAX stem from its focus on small-cap growth stocks. These companies tend to be more volatile than larger, more established firms, making the fund susceptible to market fluctuations and economic downturns.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's performance is subject to market volatility and the inherent risks associated with small-cap investing.