Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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+4.90% 3 years+12.09%
3 months+6.46% 5 years+12.72%
1 year+28.90% Since inception+14.37%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+12.72%+12.62%
Expense ratio0.86%1.23%
Risk 5 year sharpe ratio0.981.07
Net assets$4.7B$1.4B
Average market cap$5.1B$11.4B
Average P/E26.728.4
Portfolio turnover85%85%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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


U.S. stock95.01%
International stock2.72%
Fixed income2.27%
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 Inc2.50%
HLS HealthSouth Corp1.73%
TRU TransUnion1.67%
CDW CDW Corp1.55%
STAY Extended Stay America Inc1.48%
OSK Oshkosh Corp1.43%
CE Celanese Corp1.40%
PRAH PRA Health Sciences Inc1.39%
WBC WABCO Holdings Inc1.38%