Columbia Acorn Fund Class Z (ACRNX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of initial investment. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Brazil).


1 month-6.78% 3 years+14.14%
3 months-4.84% 5 years+12.19%
1 year-1.17% Since inception+14.60%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+12.19%+14.82%
Expense ratio0.79%1.34%
Risk 5 year sharpe ratio0.840.94
Net assets$17.5B$1.3B
Average market cap$3.9B$8.6B
Average P/E23.423.7
Portfolio turnover18%18%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureRobert Mohn / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock93.59%
International stock6.23%
Fixed income0.18%
Top 5 Sectors
Portfolio weighting
Industrial materials 14.02%
Consumer service 12.23%
Financial service 11.93%
Healthcare 9.70%
Hardware 9.20%
Top 10 Holdings
Portfolio weighting
AME Ametek Inc2.46%
MTD Mettler-Toledo International Inc2.10%
DCI Donaldson Co Inc1.85%
APH Amphenol Corp Class A1.79%
CAR Avis Budget Group Inc1.47%
SEIC SEI Investments Company1.47%
SBAC SBA Communications Corp1.46%
NDSN Nordson Corp1.45%
FTI FMC Technologies Inc1.25%
CPHD Cepheid1.23%

To view my watchlist

Not a member yet?

Sign up now for a free account

Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.