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Columbia Acorn Fund Class Z (ACRNX)

32.16
Net Asset Value
+0.31%
1 Day
+0.66%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.79%
Expense Ratio
Average
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).

Performance

1 month-0.86% 3 years+15.09%
3 months+2.99% 5 years+13.78%
1 year+9.95% Since inception+14.60%
Data through --

Peer Comparisonvs. Mid-cap growth

 ACRNXCategory
Performance 5-yr return+13.78%+16.81%
Expense ratio0.79%1.32%
Risk 5 year sharpe ratio1.011.12
Net assets$11.9B$1.4B
Average market cap$3.9B$9.6B
Average P/E22.825.9
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureRobert Mohn / 11 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock96.91%
International stock2.98%
Fixed income0.11%
Cash0.00%
Other0.00%
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
SEIC SEI Investments Co2.74%
AME Ametek Inc2.50%
DCI Donaldson Company Inc2.43%
CPHD Cepheid1.94%
MTD Mettler-Toledo International Inc1.84%
APH Amphenol Corp1.77%
LKQ LKQ Corp1.73%
NDSN Nordson Corp1.50%
ASB Associated Banc-Corp1.38%
HEIA Heico Corp1.34%