Columbia Acorn Fund Institutional Class (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+3.41% 3 years+11.34%
3 months+5.89% 5 years+11.95%
1 year+24.27% Since inception+14.43%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+11.95%+13.73%
Expense ratio0.86%1.21%
Risk 5 year sharpe ratio0.941.06
Net assets$4.6B$1.6B
Average market cap$5.4B$12.0B
Average P/E28.826.3
Portfolio turnover72%72%

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Fund Management and Purchase Info

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


U.S. stock98.74%
International stock1.26%
Fixed income0.00%
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
MASI Masimo Corp1.67%
ODFL Old Dominion Freight Line Inc1.64%
EHC Encompass Health Corp1.50%
PRAH PRA Health Sciences Inc1.50%
TRU TransUnion1.39%
CDW CDW Corp1.33%
GGG Graco Inc1.21%
TER Teradyne Inc1.20%
VEEV Veeva Systems Inc1.16%
EV Eaton Vance Corp1.15%