Columbia Acorn Fund Institutional Class (ACRNX)
| Fund Assets | 2.38B |
| Expense Ratio | 0.82% |
| Min. Investment | $2,000 |
| Turnover | 81.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.09 |
| YTD Return | -2.24% |
| 1-Year Return | 9.20% |
| 5-Year Return | 24.94% |
| 52-Week Low | 9.52 |
| 52-Week High | 13.61 |
| Beta (5Y) | n/a |
| Holdings | 95 |
| Inception Date | Jun 10, 1970 |
About ACRNX
Columbia Acorn Fund Institutional Class is a mutual fund designed to achieve long-term capital appreciation by investing primarily in the common stock of small- and mid-sized companies. The fund targets firms with market capitalizations generally under $5 billion at the time of investment, focusing on businesses that exhibit strong growth prospects but may be underappreciated in the market. By concentrating on this segment, the fund provides exposure to the dynamic and diverse opportunities within the small- and mid-cap growth space, encompassing companies across various industries and sectors. Since its inception in 1970, Columbia Acorn Fund Institutional Class has played a significant role in offering investors a vehicle for participating in the potential growth of emerging and innovative companies that may not be as widely followed as large-cap names. Managed by Columbia Threadneedle Investments, the fund is actively managed and typically holds a diversified portfolio, positioning it as a core growth component within a broader investment strategy focused on capital appreciation over the long term.
Performance
ACRNX had a total return of 9.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.71%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VEXPX | Vanguard | Vanguard Explorer Fund Investor Class | 0.44% |
Top 10 Holdings
23.52% of assets| Name | Symbol | Weight |
|---|---|---|
| GCM Grosvenor Inc. | GCMG | 2.70% |
| SPX Technologies, Inc. | SPXC | 2.67% |
| Curtiss-Wright Corporation | CW | 2.53% |
| Wingstop Inc. | WING | 2.35% |
| Churchill Downs Incorporated | CHDN | 2.34% |
| Parsons Corporation | PSN | 2.26% |
| Ryan Specialty Holdings, Inc. | RYAN | 2.24% |
| Modine Manufacturing Company | MOD | 2.19% |
| Exact Sciences Corporation | EXAS | 2.14% |
| AeroVironment, Inc. | AVAV | 2.10% |