Columbia Acorn Fund Institutional Class (ACRNX)
| Fund Assets | 4.97B |
| Expense Ratio | 0.82% |
| Min. Investment | $2,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 11.46 |
| YTD Return | -8.39% |
| 1-Year Return | 0.88% |
| 5-Year Return | 18.62% |
| 52-Week Low | 9.52 |
| 52-Week High | 13.61 |
| Beta (5Y) | n/a |
| Holdings | 96 |
| Inception Date | Jun 10, 1970 |
About ACRNX
The Fund's investment strategy focuses on Small-Cap with 0.86% total expense ratio. The minimum amount to invest in Columbia Acorn Trust: Columbia Acorn Fund; Institutional Class Shares is $2,000 on a standard taxable account. Columbia Acorn Trust: Columbia Acorn Fund; Institutional Class Shares seeks long-term capital appreciation. ACRNX 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 investment. ACRNX invests the majority of its assets in U.S. companies.
Performance
ACRNX had a total return of 0.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.57%.
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
23.34% of assets| Name | Symbol | Weight |
|---|---|---|
| GCM Grosvenor Inc. | GCMG | 2.87% |
| Churchill Downs Incorporated | CHDN | 2.72% |
| Ryan Specialty Holdings, Inc. | RYAN | 2.47% |
| SPX Technologies, Inc. | SPXC | 2.36% |
| BJ's Wholesale Club Holdings, Inc. | BJ | 2.24% |
| Curtiss-Wright Corporation | CW | 2.19% |
| TopBuild Corp. | BLD | 2.17% |
| Colliers International Group Inc. | CIGI | 2.14% |
| Parsons Corporation | PSN | 2.10% |
| Paylocity Holding Corporation | PCTY | 2.08% |