Columbia Acorn Fund Class A (LACAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.40
-0.07 (-0.83%)
Jul 31, 2025, 9:30 AM EDT
-0.83%
Fund Assets2.46B
Expense Ratio1.07%
Min. Investment$2,000
Turnover81.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close8.47
YTD Return-0.94%
1-Year Return6.41%
5-Year Return19.48%
52-Week Low6.51
52-Week High9.31
Beta (5Y)1.10
Holdings95
Inception DateJun 10, 1970

About LACAX

Columbia Acorn Fund Class A is a mutual fund focused on achieving long-term capital appreciation. Its core strategy involves investing primarily in the common stocks of small- and mid-sized companies, targeting businesses that are believed to be underappreciated or poised for growth. The fund actively manages a diversified portfolio that spans multiple sectors, with notable allocations in industries such as industrials, financial services, technology, consumer cyclical, and consumer defensive. As of the latest reporting period, the fund's top holdings include companies like GCM Grosvenor, SPX Technologies, Curtiss-Wright, Parsons Corp, and BJ's Wholesale Club, collectively representing a meaningful portion of the portfolio. With an expense ratio of 1.08% and a manager tenure since 2019, Columbia Acorn Fund Class A plays a significant role for investors seeking exposure to the dynamic U.S. small- and mid-cap growth segment, offering diversified participation in sectors that often drive innovation and economic expansion.

Fund Family Columbia Threadneedle
Category Mid-Cap Growth
Stock Exchange NASDAQ
Ticker Symbol LACAX
Share Class Class A
Index Russell 2500 Growth TR

Performance

LACAX had a total return of 6.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.88%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VEXPXVanguardVanguard Explorer Fund Investor Class0.44%

Other Share Classes

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

SymbolShare ClassExpense Ratio
CRBYXInstitutional 3 Class0.74%
CRBRXInstitutional 2 Class0.78%
ACRSXClass S0.82%
ACRNXInstitutional Class0.82%

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%