Columbia Acorn Inst3 (CRBYX)
| Fund Assets | 2.77B |
| Expense Ratio | 0.75% |
| Min. Investment | $1,000,000 |
| Turnover | 78.00% |
| Dividend (ttm) | 0.14 |
| Dividend Yield | 0.80% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Jun 10, 2026 |
| Previous Close | 17.08 |
| YTD Return | 16.76% |
| 1-Year Return | 27.20% |
| 5-Year Return | 14.67% |
| 52-Week Low | 13.39 |
| 52-Week High | 17.82 |
| Beta (5Y) | 1.07 |
| 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.
Performance
CRBYX had a total return of 27.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.72%.
Top 10 Holdings
19.37% of assets| Name | Symbol | Weight |
|---|---|---|
| SPX Technologies, Inc. | SPXC | 2.60% |
| Bloom Energy Corporation | BE | 2.49% |
| Viavi Solutions Inc. | VIAV | 1.85% |
| GCM Grosvenor Inc. | GCMG | 1.82% |
| Modine Manufacturing Company | MOD | 1.82% |
| Churchill Downs Incorporated | CHDN | 1.79% |
| VSE Corporation | VSEC | 1.78% |
| Nextpower Inc. | NXT | 1.74% |
| The Carlyle Group Inc. | CG | 1.74% |
| Wingstop Inc. | WING | 1.73% |
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 |