Columbia Acorn Inst3 (CRBYX)
| Fund Assets | 2.48B |
| 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 | 14.00 |
| YTD Return | 0.07% |
| 1-Year Return | 5.79% |
| 5-Year Return | 20.67% |
| 52-Week Low | 10.71 |
| 52-Week High | 15.30 |
| Beta (5Y) | n/a |
| Holdings | 101 |
| 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.
Performance
CRBYX had a total return of 5.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.69%.
Top 10 Holdings
22.68% of assets| Name | Symbol | Weight |
|---|---|---|
| SPX Technologies, Inc. | SPXC | 2.62% |
| Churchill Downs Incorporated | CHDN | 2.39% |
| GCM Grosvenor Inc. | GCMG | 2.38% |
| Parsons Corporation | PSN | 2.35% |
| Curtiss-Wright Corporation | CW | 2.25% |
| Wingstop Inc. | WING | 2.19% |
| Five Below, Inc. | FIVE | 2.17% |
| The Carlyle Group Inc. | CG | 2.15% |
| HealthEquity, Inc. | HQY | 2.09% |
| Colliers International Group Inc. | CIGI | 2.08% |