Columbia Acorn Fund Class Z (ACRNX)

33.01
Net Asset Value
-0.48%
1 Day
+3.32%
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+3.87% 3 years+12.13%
3 months+2.20% 5 years+14.14%
1 year+2.20% Since inception+14.51%
Data through --

Peer Comparisonvs. Mid-cap growth

 ACRNXCategory
Performance 5-yr return+14.14%+14.76%
Expense ratio0.79%1.35%
Risk 5 year sharpe ratio0.860.99
Net assets$14.8B$1.3B
Average market cap$3.7B$9.2B
Average P/E22.923.9
Portfolio turnover18%18%

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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. stock94.92%
International stock5.00%
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
AME Ametek Inc2.41%
MTD Mettler-Toledo International Inc2.26%
DCI Donaldson Company Inc1.97%
APH Amphenol Corp1.89%
SEIC SEI Investments Co1.89%
CPHD Cepheid1.86%
NDSN Nordson Corp1.57%
CAR Avis Budget Group Inc1.57%
GEVA Synageva BioPharma Corp1.44%
ANSS ANSYS Inc1.32%

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