Columbia Acorn S (ACRSX)
| Fund Assets | 2.77B |
| Expense Ratio | 0.83% |
| Min. Investment | $2,000 |
| Turnover | 78.00% |
| Dividend (ttm) | 0.14 |
| Dividend Yield | 0.88% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Jun 10, 2026 |
| Previous Close | 15.49 |
| YTD Return | 16.71% |
| 1-Year Return | 25.21% |
| 5-Year Return | n/a |
| 52-Week Low | 11.91 |
| 52-Week High | 15.82 |
| 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.
Performance
ACRSX had a total return of 25.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.64%.
Top 10 Holdings
21.07% of assets| Name | Symbol | Weight |
|---|---|---|
| SPX Technologies, Inc. | SPXC | 2.49% |
| Insmed Incorporated | INSM | 2.45% |
| Celestica Inc. | CLS | 2.16% |
| Churchill Downs Incorporated | CHDN | 2.16% |
| The Carlyle Group Inc. | CG | 2.05% |
| Curtiss-Wright Corporation | CW | 2.00% |
| Viavi Solutions Inc. | VIAV | 1.98% |
| Sterling Infrastructure, Inc. | STRL | 1.96% |
| GCM Grosvenor Inc. | GCMG | 1.93% |
| InterDigital, Inc. | IDCC | 1.90% |