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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. 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.


1 month-0.46% 3 years+4.75%
3 months+11.61% 5 years+6.90%
1 year-8.55% Since inception+14.14%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+6.90%+7.57%
Expense ratio0.81%1.26%
Risk 5 year sharpe ratio0.410.53
Net assets$6.2B$1.2B
Average market cap$4.3B$9.5B
Average P/E23.824.8
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureP. Egan / 1 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock97.25%
International stock1.90%
Fixed income0.85%
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 Inc2.86%
EXPD Expeditors International of Washington Inc2.24%
RHI Robert Half International Inc1.62%
ULTI Ultimate Software Group Inc1.62%
MTN Vail Resorts Inc1.60%
EDR Education Realty Trust Inc1.56%
JLL Jones Lang LaSalle Inc1.54%
PII Polaris Industries Inc1.53%
VNTV Vantiv Inc1.35%

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