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Columbia Acorn Fund Class Z (ACRNX)

19.21
Net Asset Value
+1.00%
1 Day
-0.67%
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+1.77% 3 years+5.35%
3 months+8.31% 5 years+5.38%
1 year-7.12% Since inception+14.15%
Data through --

Peer Comparisonvs. Mid-cap growth

 ACRNXCategory
Performance 5-yr return+5.38%+7.57%
Expense ratio0.79%1.27%
Risk 5 year sharpe ratio0.460.56
Net assets$6.4B$1.2B
Average market cap$3.8B$9.5B
Average P/E22.824.0
Portfolio turnover21%21%

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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--

Holdings

U.S. stock97.25%
International stock2.67%
Fixed income0.08%
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
ALGN Align Technology Inc2.43%
EXPD Expeditors International of Washington Inc2.26%
LKQ LKQ Corp2.22%
DCI Donaldson Company Inc1.88%
ANSS ANSYS Inc1.63%
MTN Vail Resorts Inc1.63%
EDR Education Realty Trust Inc1.60%
ULTI Ultimate Software Group Inc1.55%
RHI Robert Half International Inc1.47%
NVR NVR Inc1.30%

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