Columbia Acorn Fund Institutional 3 Class (CRBYX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.70
-0.03 (-0.24%)
May 23, 2025, 4:00 PM EDT
-2.31%
Fund Assets 4.97B
Expense Ratio 0.74%
Min. Investment $1,000,000
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 12.73
YTD Return -9.67%
1-Year Return -2.31%
5-Year Return 19.86%
52-Week Low 10.71
52-Week High 15.30
Beta (5Y) n/a
Holdings 96
Inception Date Nov 8, 2012

About CRBYX

The Fund's investment strategy focuses on Small-Cap with 0.78% total expense ratio. The minimum amount to invest in Columbia Acorn Trust: Columbia Acorn Fund; Institutional 3 Class Shares is $1,000,000 on a standard taxable account. Columbia Acorn Trust: Columbia Acorn Fund; Institutional 3 Class Shares seeks long-term capital appreciation. CRBYX 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. CRBYX 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 CRBYX
Share Class Institutional 3 Class
Index Russell 2500 Growth TR

Performance

CRBYX had a total return of -2.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.97%.

Other Share Classes

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

Symbol Share Class Expense Ratio
CRBRX Institutional 2 Class 0.78%
ACRSX Class S 0.82%
ACRNX Institutional Class 0.82%
LACAX Class A 1.07%

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%
View More Holdings