Investment objective & strategy
As of April 28, 2025 · prospectusObjective. Columbia Variable Portfolio Small Company Growth Fund (the Fund) seeks long-term capital appreciation.
Strategy. Under normal circumstances, the Fund invests at least 80% of its net assets in common stocks of companies that have market capitalizations in the range of companies in the Russell 2000 Growth Index (the Index) at the time of purchase (between $ 5.2 million and $ 15 billion as of March 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects. The Fund may at times emphasize one or more sectors in selecting its investments, including the health care, industrials and … Under normal circumstances, the Fund invests at least 80% of its net assets in common stocks of companies that have market capitalizations in the range of companies in the Russell 2000 Growth Index (the Index) at the time of purchase (between $ 5.2 million and $ 15 billion as of March 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects. The Fund may at times emphasize one or more sectors in selecting its investments, including the health care, industrials and information technology sectors. The Fund may invest in special situations, such as companies involved in initial public offerings, tender offers, mergers and other corporate restructurings, and in companies involved in management changes or companies developing new technologies. The Funds investment strategy may involve the frequent trading of portfolio securities.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| LUMENTUM HOLDINGS INC | — | $5.52M | 2.57% |
| RBC BEARINGS INC | — | $5.35M | 2.49% |
| BRINKER INTL | — | $5.15M | 2.39% |
| RUSH STREET INTERACTIVE INC | — | $4.74M | 2.20% |
| HUT 8 CORP | — | $4.55M | 2.12% |
| CARPENTER TECHNOLOGY CORP | — | $4.47M | 2.08% |
| WESCO INTL | — | $4.46M | 2.07% |
| ICU MEDICAL INC | — | $4.37M | 2.03% |
| BLOOM ENERGY CORP CL A | — | $4.33M | 2.01% |
| INTERDIGITAL INC | — | $4.20M | 1.95% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX | 81% | 0.83% |
| Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX | 32% | 0.86% |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX | 31% | 0.91% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
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