Columbia Acorn Fund Class Z (ACRNX)

33.61
Net Asset Value
-0.30%
1 Day
+5.20%
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+0.63% 3 years+13.77%
3 months+6.03% 5 years+11.35%
1 year+7.56% Since inception+14.62%
Data through --

Peer Comparisonvs. Mid-cap growth

 ACRNXCategory
Performance 5-yr return+11.35%+14.47%
Expense ratio0.79%1.33%
Risk 5 year sharpe ratio0.810.95
Net assets$14.3B$1.4B
Average market cap$3.9B$9.4B
Average P/E23.625.6
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. stock96.35%
International stock3.55%
Fixed income0.10%
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
AME Ametek Inc2.51%
MTD Mettler-Toledo International Inc2.17%
SEIC SEI Investments Co2.17%
CPHD Cepheid2.03%
DCI Donaldson Company Inc2.01%
APH Amphenol Corp1.70%
NDSN Nordson Corp1.59%
GEVA Synageva BioPharma Corp1.46%
ANSS ANSYS Inc1.42%
CAR Avis Budget Group Inc1.35%

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