Columbia Acorn Fund Institutional Class (ACRNX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.31
-0.09 (-0.73%)
Jul 31, 2025, 4:00 PM EDT
-0.73%
Fund Assets2.46B
Expense Ratio0.82%
Min. Investment$2,000
Turnover81.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close12.40
YTD Return-0.88%
1-Year Return6.07%
5-Year Return21.25%
52-Week Low9.52
52-Week High13.61
Beta (5Y)n/a
Holdings95
Inception DateJun 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.

Fund Family Columbia Threadneedle
Category Mid-Cap Growth
Stock Exchange NASDAQ
Ticker Symbol ACRNX
Share Class Institutional Class
Index Russell 2500 Growth TR

Performance

ACRNX had a total return of 6.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.72%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VEXPXVanguardVanguard Explorer Fund Investor Class0.44%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CRBYXInstitutional 3 Class0.74%
CRBRXInstitutional 2 Class0.78%
ACRSXClass S0.82%
LACAXClass A1.07%

Top 10 Holdings

23.52% of assets
NameSymbolWeight
GCM Grosvenor Inc.GCMG2.70%
SPX Technologies, Inc.SPXC2.67%
Curtiss-Wright CorporationCW2.53%
Wingstop Inc.WING2.35%
Churchill Downs IncorporatedCHDN2.34%
Parsons CorporationPSN2.26%
Ryan Specialty Holdings, Inc.RYAN2.24%
Modine Manufacturing CompanyMOD2.19%
Exact Sciences CorporationEXAS2.14%
AeroVironment, Inc.AVAV2.10%
View More Holdings