Columbia Acorn Fund Advisor Class (CEARX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
14.34
+0.20 (1.41%)
Inactive · Last trade price
on Nov 22, 2024
23.50% (1Y)
| Fund Assets | 2.71B |
| Expense Ratio | 0.83% |
| Min. Investment | $2,000 |
| Turnover | 64.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 14.14 |
| YTD Return | 20.90% |
| 1-Year Return | 23.50% |
| 5-Year Return | 38.51% |
| 52-Week Low | 10.63 |
| 52-Week High | 14.34 |
| Beta (5Y) | n/a |
| Holdings | 106 |
| Inception Date | Nov 8, 2012 |
About CEARX
The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the index) at the time of purchase. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets.
Fund Family Columbia Threadneedle
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CEARX
Share Class Advisor Class
Index Russell 2500 Growth TR
Performance
CEARX had a total return of 23.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.57%.
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 | 0.45% |
Top 10 Holdings
22.18% of assets| Name | Symbol | Weight |
|---|---|---|
| Churchill Downs Incorporated | CHDN | 2.60% |
| Bio-Techne Corporation | TECH | 2.41% |
| Parsons Corporation | PSN | 2.37% |
| SPX Technologies, Inc. | SPXC | 2.27% |
| Five Below, Inc. | FIVE | 2.24% |
| FTAI Aviation Ltd. | FTAI | 2.23% |
| Champion Homes, Inc. | SKY | 2.22% |
| Curtiss-Wright Corporation | CW | 2.05% |
| Blue Owl Capital Inc. | OWL | 1.92% |
| Natera, Inc. | NTRA | 1.88% |