Columbia Acorn Fund Institutional 3 Class (CRBYX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.75
+0.15 (1.10%)
Jul 3, 2025, 4:00 PM EDT
9.30%
Fund Assets 2.38B
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 13.60
YTD Return -2.20%
1-Year Return 9.30%
5-Year Return 25.39%
52-Week Low 10.71
52-Week High 15.30
Beta (5Y) n/a
Holdings 95
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 9.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.59%.

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

23.52% of assets
Name Symbol Weight
GCM Grosvenor Inc. GCMG 2.70%
SPX Technologies, Inc. SPXC 2.67%
Curtiss-Wright Corporation CW 2.53%
Wingstop Inc. WING 2.35%
Churchill Downs Incorporated CHDN 2.34%
Parsons Corporation PSN 2.26%
Ryan Specialty Holdings, Inc. RYAN 2.24%
Modine Manufacturing Company MOD 2.19%
Exact Sciences Corporation EXAS 2.14%
AeroVironment, Inc. AVAV 2.10%
View More Holdings