Columbia Acorn Fund Institutional Class (ACRNX)

16.73
Net Asset Value
0.00%
1 Day
+8.71%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.93%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. 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 and (ii) may also invest in companies with market capitalizations above $5 billion- provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks. 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.

Performance

1 month+5.62% 3 years+11.20%
3 months+5.15% 5 years+11.56%
1 year+23.25% Since inception+14.39%
Data through --

Peer Comparisonvs. Mid-cap growth

 ACRNXCategory
Performance 5-yr return+11.56%+11.94%
Expense ratio0.93%1.21%
Risk 5 year sharpe ratio0.890.98
Net assets$4.5B$1.6B
Average market cap$5.2B$11.9B
Average P/E28.626.0
Portfolio turnover72%72%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureMatthew Litfin / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock98.60%
International stock1.40%
Fixed income0.00%
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
MASI Masimo Corp2.14%
ODFL Old Dominion Freight Line Inc1.70%
EHC Encompass Health Corp1.68%
CDW CDW Corp1.45%
PRAH PRA Health Sciences Inc1.41%
VEEV Veeva Systems Inc1.40%
TRU TransUnion1.37%
POOL Pool Corp1.28%
TTC Toro Co1.24%
TER Teradyne Inc1.24%