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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-10.78% 3 years+2.12%
3 months-15.95% 5 years+4.57%
1 year-14.79% Since inception+14.03%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+4.57%+9.59%
Expense ratio0.79%1.28%
Risk 5 year sharpe ratio0.450.56
Net assets$6.4B$1.1B
Average market cap$3.4B$9.2B
Average P/E21.724.3
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureP. Egan / 0 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock96.15%
International stock3.74%
Fixed income0.11%
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
ALGN Align Technology Inc2.47%
LKQ LKQ Corp2.21%
CPHD Cepheid2.01%
DCI Donaldson Company Inc1.87%
AME Ametek Inc1.80%
APH Amphenol Corp1.69%
RHI Robert Half International Inc1.59%
MTN Vail Resorts Inc1.48%
RATE Bankrate Inc1.47%
EXPD Expeditors International of Washington Inc1.37%

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