Columbia Acorn Fund Institutional 3 Class (CRBYX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
11.95
+0.02 (0.17%)
At close: Apr 28, 2025
| 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 | 11.93 |
| YTD Return | -15.01% |
| 1-Year Return | -6.20% |
| 5-Year Return | 23.95% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 93 |
| 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 -6.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.50%.
Top 10 Holdings
22.52% of assets| Name | Symbol | Weight |
|---|---|---|
| GCM Grosvenor Inc. | GCMG | 2.76% |
| Churchill Downs Incorporated | CHDN | 2.61% |
| SPX Technologies, Inc. | SPXC | 2.40% |
| Ryan Specialty Holdings, Inc. | RYAN | 2.32% |
| BJ's Wholesale Club Holdings, Inc. | BJ | 2.18% |
| FTAI Aviation Ltd. | FTAI | 2.14% |
| Colliers International Group Inc. | CIGI | 2.04% |
| Paylocity Holding Corporation | PCTY | 2.04% |
| Glaukos Corporation | GKOS | 2.02% |
| Curtiss-Wright Corporation | CW | 2.00% |