| 27.50 Net Asset Value | +1.03% 1 Day | +7.30% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 0.95% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +0.83% | 3 years | -- | |
| 3 months | +4.20% | 5 years | -- | |
| 1 year | +23.71% | Since inception | +10.61% |
| CACIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +6.62% |
| Expense ratio | 0.95% | 1.37% |
| Risk 5 year sharpe ratio | 0.24 | 0.32 |
| Net assets | $892.6M | $1.1B |
| Average market cap | $4.1B | $6.8B |
| Average P/E | 16.7 | 22.6 |
| Portfolio turnover | 15% | 15% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Robert Chalupnik / 2 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 19.68% |
| Financial service | 15.79% |
| Energy | 14.15% |
| Consumer service | 12.99% |
| Industrial materials | 11.31% |
| HTZ Hertz Global Holdings Inc | 5.81% |
| AME Ametek, Inc. | 5.78% |
| CNO CNO Financial Group, Inc. | 5.15% |
| DFS Discover Financial Services | 4.67% |
| WNS WNS holdings ADR | 4.56% |
| RHP Ryman Hospitality Properties Inc | 4.30% |
| CCI Crown Castle International Corp | 4.10% |
| DCI Donaldson Company, Inc. | 3.99% |
| APH Amphenol Corp | 3.95% |
| SBAC SBA Communications Corp | 3.26% |
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