Columbia Acorn Fund Institutional 3 Class (CRBYX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.79
-0.05 (-0.36%)
Jul 28, 2025, 4:00 PM EDT
-0.36%
Fund Assets2.46B
Expense Ratio0.74%
Min. Investment$1,000,000
Turnover81.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close13.84
YTD Return-1.92%
1-Year Return4.95%
5-Year Return20.31%
52-Week Low10.71
52-Week High15.30
Beta (5Y)n/a
Holdings95
Inception DateNov 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 4.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.56%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
CRBRXInstitutional 2 Class0.78%
ACRSXClass S0.82%
ACRNXInstitutional Class0.82%
LACAXClass A1.07%

Top 10 Holdings

23.52% of assets
NameSymbolWeight
GCM Grosvenor Inc.GCMG2.70%
SPX Technologies, Inc.SPXC2.67%
Curtiss-Wright CorporationCW2.53%
Wingstop Inc.WING2.35%
Churchill Downs IncorporatedCHDN2.34%
Parsons CorporationPSN2.26%
Ryan Specialty Holdings, Inc.RYAN2.24%
Modine Manufacturing CompanyMOD2.19%
Exact Sciences CorporationEXAS2.14%
AeroVironment, Inc.AVAV2.10%