Columbia Acorn Fund Institutional 2 Class (CRBRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.59
-0.11 (-0.80%)
Jul 31, 2025, 4:00 PM EDT
-0.80%
Fund Assets2.46B
Expense Ratio0.78%
Min. Investment$2,000
Turnover81.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close13.70
YTD Return-1.59%
1-Year Return5.76%
5-Year Return20.20%
52-Week Low10.51
52-Week High15.03
Beta (5Y)n/a
Holdings95
Inception DateNov 8, 2012

About CRBRX

Columbia Acorn Fund Institutional 2 Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in the common stock of small- and mid-sized companies. The fund employs a disciplined, bottom-up investment approach, targeting businesses that demonstrate value-creation potential not yet fully recognized by the broader market. This strategy seeks out attractively valued companies with strong management teams, innovative cultures, and durable business models, operating in growing sectors. While its core holdings span a diverse array of industries—including consumer cyclical, industrials, healthcare, and technology—the fund maintains a flexible portfolio construction, balancing thriving companies with those positioned for potential recovery. Its analyst team specializes by sector, supporting rigorous stock selection with in-depth research. Columbia Acorn Fund Institutional 2 Class serves institutional investors seeking exposure to the growth opportunities and diversification potential inherent in small- and mid-cap equities, and it is positioned with a below-benchmark risk profile relative to its core indices, while aiming for superior risk-adjusted returns over rolling three-year periods.

Fund Family Columbia Threadneedle
Category Mid-Cap Growth
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CRBRX
Share Class Institutional 2 Class
Index Russell 2500 Growth TR

Performance

CRBRX had a total return of 5.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.86%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VEXPXVanguardVanguard Explorer Fund Investor Class0.44%

Other Share Classes

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

SymbolShare ClassExpense Ratio
CRBYXInstitutional 3 Class0.74%
ACRSXClass S0.82%
ACRNXInstitutional Class0.82%
LACAXClass A1.07%

Top 10 Holdings

23.52% of assets
NameSymbolWeight
GCM Grosvenor Inc.GCMG2.70%
SPX Technologies, Inc.SPXC2.67%
Curtiss-Wright CorporationCW2.53%
Wingstop Inc.WING2.35%
Churchill Downs IncorporatedCHDN2.34%
Parsons CorporationPSN2.26%
Ryan Specialty Holdings, Inc.RYAN2.24%
Modine Manufacturing CompanyMOD2.19%
Exact Sciences CorporationEXAS2.14%
AeroVironment, Inc.AVAV2.10%
View More Holdings