Columbia Acorn Inst3 (CRBYX)

Fund Assets	2.46B
Expense Ratio	0.75%
Min. Investment	$1,000,000
Turnover	78.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Jun 10, 2026

Previous Close	15.94
YTD Return	8.97%
1-Year Return	12.95%
5-Year Return	4.62%
52-Week Low	13.42
52-Week High	17.82
Beta (5Y)	1.07
Holdings	97
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
• 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 12.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.08%.

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	0.79%
ACRNX	Institutional Class	0.83%
ACRSX	Class S	0.83%
LACAX	Class A	1.08%

Top 10 Holdings

23.20% of assets

Name	Symbol	Weight
Columbia Short-Term Cash	n/a	5.54%
SPX Technologies, Inc.	SPXC	2.78%
VSE Corporation	VSEC	2.08%
GCM Grosvenor Inc.	GCMG	1.99%
SharkNinja, Inc.	SN	1.89%
Cavco Industries, Inc.	CVCO	1.85%
DigitalOcean Holdings, Inc.	DOCN	1.80%
Guardant Health, Inc.	GH	1.79%
Rush Street Interactive, Inc.	RSI	1.75%
Viavi Solutions Inc.	VIAV	1.72%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 10, 2026	$0.1359	Jun 10, 2026
Jun 8, 2022	$0.47495	Jun 8, 2022
Dec 14, 2021	$3.028	Dec 14, 2021
Jun 10, 2021	$0.71772	Jun 10, 2021
Dec 10, 2020	$1.5015	Dec 10, 2020
Jun 10, 2020	$0.70274	Jun 10, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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