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 Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CRBRX
Share Class Institutional 2 Class
Index Russell 2500 Growth TR
CRBRX had a total return of 12.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.33%.
