Columbia Acorn Inst3 (CRBYX)

Fund Assets	2.50B
Expense Ratio	0.74%
Min. Investment	$1,000,000
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	14.40
YTD Return	1.49%
1-Year Return	11.48%
5-Year Return	24.89%
52-Week Low	10.71
52-Week High	15.30
Beta (5Y)	n/a
Holdings	100
Inception Date	Nov 8, 2012

About CRBYX

Columbia Acorn Fund Institutional 3 Class is an actively managed mutual fund specializing in equities of small- and mid-sized U.S. companies. The fund aims for long-term capital appreciation by identifying businesses with strong growth prospects and value creation potential that may be underappreciated by the broader market. Through a disciplined investment process, it selects stocks primarily from firms with market capitalizations below $5 billion at the time of investment, offering exposure to segments of the market that can be more dynamic but are less represented in large-cap indexes. The portfolio is diversified across various sectors, with notable weightings in consumer, industrial, healthcare, and financial companies. With over 90 holdings and a relatively concentrated top 10 allocation, the fund seeks to balance growth opportunities with prudent diversification. Designed for institutional investors, Columbia Acorn Fund Institutional 3 Class is recognized for its focus on small- and mid-cap growth, playing a key role in portfolios seeking to capture the performance potential of emerging and innovative U.S. businesses within the broader equity market landscape.

• Fund Family: Columbia Threadneedle
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: CRBYX
• Share Class: Institutional 3 Class
• Index: Russell 2500 Growth TR

Performance

CRBYX had a total return of 11.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.77%.

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

23.26% of assets

Name	Symbol	Weight
SPX Technologies, Inc.	SPXC	2.60%
GCM Grosvenor Inc.	GCMG	2.42%
The Carlyle Group Inc.	CG	2.41%
Modine Manufacturing Company	MOD	2.37%
Columbia Short-Term Cash	n/a	2.37%
Wingstop Inc.	WING	2.36%
Churchill Downs Incorporated	CHDN	2.34%
Sterling Infrastructure, Inc.	STRL	2.14%
Colliers International Group Inc.	CIGI	2.12%
FTAI Aviation Ltd.	FTAI	2.12%