Columbia Acorn S (ACRSX)

Fund Assets	2.46B
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	12.26
YTD Return	-2.54%
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.

• Fund Family: Columbia Threadneedle
• Category: Mid-Cap Growth
• Performance Rating: Low
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: ACRSX
• Share Class: Class S

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CRBYX	Institutional 3 Class	0.74%
CRBRX	Institutional 2 Class	0.78%
ACRNX	Institutional Class	0.82%
LACAX	Class A	1.07%

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%