Columbia Acorn S (ACRSX)
| Fund Assets | 2.25B |
| 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 | 11.29 |
| YTD Return | -8.17% |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 9.52 |
| 52-Week High | 13.14 |
| Beta (5Y) | n/a |
| Holdings | 96 |
| Inception Date | n/a |
About ACRSX
Columbia Acorn Fund is an actively managed mutual fund focused primarily on achieving long-term capital growth by investing in small- and mid-sized companies, typically within the United States. The fund seeks out businesses it considers to be innovative and high-quality, often emphasizing those perceived as undervalued or overlooked by the broader market. This approach targets companies with market capitalizations generally in the small- to mid-cap range, enabling investors to potentially benefit from their growth opportunities and market share gains as these companies mature. Columbia Acorn Fund’s strategy involves rigorous fundamental analysis and disciplined portfolio management, including trimming positions as valuations approach targets and increasing exposure to stocks deemed to offer compelling risk-reward profiles. The portfolio spans various sectors, including consumer cyclicals, healthcare, industrials, and financial services, and maintains flexibility to invest a portion of assets internationally. Known for its focus on growth businesses and its comparatively lower fossil fuel exposure, Columbia Acorn Fund occupies a prominent role in the mid-cap growth category, appealing to investors seeking diversified exposure beyond large-cap equities.
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% |