Columbia Acorn S (ACRSX)

Fund Assets	2.46B
Expense Ratio	0.83%
Min. Investment	$2,000
Turnover	78.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Jun 10, 2026

Previous Close	14.15
YTD Return	8.86%
1-Year Return	12.91%
5-Year Return	n/a
52-Week Low	11.93
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.

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

Performance

ACRSX had a total return of 12.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.85%.

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	0.75%
CRBRX	Institutional 2 Class	0.79%
ACRNX	Institutional Class	0.83%
LACAX	Class A	1.08%

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%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 10, 2026	$0.1359	Jun 10, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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