Columbia Acorn Fund Institutional 2 Class (CRBRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.50
+0.15 (1.12%)
Jul 3, 2025, 4:00 PM EDT
9.22%
Fund Assets 2.38B
Expense Ratio 0.78%
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 13.35
YTD Return -2.24%
1-Year Return 9.22%
5-Year Return 25.19%
52-Week Low 10.51
52-Week High 15.03
Beta (5Y) n/a
Holdings 95
Inception Date Nov 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 9.22% 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.

Symbol Provider Name Expense Ratio
VEXPX Vanguard Vanguard Explorer Fund Investor Class 0.44%

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%
ACRSX Class S 0.82%
ACRNX Institutional Class 0.82%
LACAX Class A 1.07%

Top 10 Holdings

23.52% of assets
Name Symbol Weight
GCM Grosvenor Inc. GCMG 2.70%
SPX Technologies, Inc. SPXC 2.67%
Curtiss-Wright Corporation CW 2.53%
Wingstop Inc. WING 2.35%
Churchill Downs Incorporated CHDN 2.34%
Parsons Corporation PSN 2.26%
Ryan Specialty Holdings, Inc. RYAN 2.24%
Modine Manufacturing Company MOD 2.19%
Exact Sciences Corporation EXAS 2.14%
AeroVironment, Inc. AVAV 2.10%
View More Holdings