Columbia Acorn Fund Institutional 2 Class (CRBRX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
12.47
-0.03 (-0.24%)
May 23, 2025, 4:00 PM EDT
-2.35% (1Y)
| Fund Assets | 4.97B |
| Expense Ratio | 0.78% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.50 |
| YTD Return | -9.70% |
| 1-Year Return | -2.35% |
| 5-Year Return | 19.64% |
| 52-Week Low | 10.51 |
| 52-Week High | 15.03 |
| Beta (5Y) | n/a |
| Holdings | 96 |
| Inception Date | Nov 8, 2012 |
About CRBRX
The Fund's investment strategy focuses on Small-Cap with 0.82% total expense ratio. Columbia Acorn Trust: Columbia Acorn Fund; Institutional 2 Class Shares seeks long-term capital appreciation. CRBRX invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of investment. CRBRX invests the majority of its assets in U.S. companies.
Category Mid-Cap Growth
Performance Rating Below Average
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 -2.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.25%.
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% |
Top 10 Holdings
23.34% of assets| Name | Symbol | Weight |
|---|---|---|
| GCM Grosvenor Inc. | GCMG | 2.87% |
| Churchill Downs Incorporated | CHDN | 2.72% |
| Ryan Specialty Holdings, Inc. | RYAN | 2.47% |
| SPX Technologies, Inc. | SPXC | 2.36% |
| BJ's Wholesale Club Holdings, Inc. | BJ | 2.24% |
| Curtiss-Wright Corporation | CW | 2.19% |
| TopBuild Corp. | BLD | 2.17% |
| Colliers International Group Inc. | CIGI | 2.14% |
| Parsons Corporation | PSN | 2.10% |
| Paylocity Holding Corporation | PCTY | 2.08% |