Columbia Acorn Fund Institutional 3 Class (CRBYX)
| Fund Assets | 2.25B |
| Expense Ratio | 0.74% |
| Min. Investment | $1,000,000 |
| Turnover | 78.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 15.80 |
| YTD Return | 7.25% |
| 1-Year Return | 35.79% |
| 5-Year Return | 7.08% |
| 52-Week Low | 11.91 |
| 52-Week High | 16.09 |
| Beta (5Y) | n/a |
| Holdings | 99 |
| 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 35.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.18%.
Top 10 Holdings
20.77% of assets| Name | Symbol | Weight |
|---|---|---|
| Curtiss-Wright Corporation | CW | 2.22% |
| Sterling Infrastructure, Inc. | STRL | 2.16% |
| Wingstop Inc. | WING | 2.15% |
| SPX Technologies, Inc. | SPXC | 2.06% |
| GCM Grosvenor Inc. | GCMG | 2.06% |
| MasTec, Inc. | MTZ | 2.05% |
| Celestica Inc. | CLS | 2.04% |
| VSE Corporation | VSEC | 2.04% |
| Insmed Incorporated | INSM | 2.01% |
| Churchill Downs Incorporated | CHDN | 1.99% |