Columbia Acorn Fund Class C (LIACX)

Fund Assets	2.52B
Expense Ratio	1.82%
Min. Investment	$2,000
Turnover	81.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	12.49
YTD Return	3.19%
1-Year Return	7.14%
5-Year Return	-8.63%
52-Week Low	8.94
52-Week High	13.32
Beta (5Y)	n/a
Holdings	116
Inception Date	Jun 10, 1970

About LIACX

Columbia Acorn Fund Class C is an open-end mutual fund that primarily targets long-term capital appreciation by investing in the common stock of small- and mid-sized companies. Employing a disciplined investment approach, the fund seeks out businesses with untapped value creation potential that may not yet be fully recognized by the market. While its core focus is on U.S.-based companies, the fund can invest up to 33% of its assets in foreign firms located in both developed and emerging markets, broadening its sector and geographic exposure. Columbia Acorn Fund Class C benchmarks its performance against indices such as the Russell 2500 Growth Index, aligning its portfolio strategy within this market capitalization range. This fund is designed for investors seeking diversified equity exposure beyond large-cap stocks and is managed by Columbia Wanger Asset Management, LLC, which leverages deep analytical research to identify growth and value opportunities within its chosen segment.

• Fund Family: Columbia Threadneedle
• Category: Mid-Cap Growth
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LIACX
• Share Class: Class C
• Index: Russell 2500 Growth TR

Performance

LIACX had a total return of 7.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 24.20%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VEXPX	Vanguard	Vanguard Explorer Fund Investor Class	0.44%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CRBYX	Institutional 3 Class	0.74%
CRBRX	Institutional 2 Class	0.78%
ACRSX	Class S	0.82%
ACRNX	Institutional Class	0.82%

Top 10 Holdings

20.11% of assets

Name	Symbol	Weight
Celestica Inc.	CLS	2.22%
Churchill Downs Incorporated	CHDN	2.12%
Insmed Incorporated	INSM	2.08%
GCM Grosvenor Inc.	GCMG	2.05%
The Carlyle Group Inc.	CG	2.04%
Wingstop Inc.	WING	2.02%
TopBuild Corp.	BLD	2.00%
VSE Corporation	VSEC	1.94%
FTAI Aviation Ltd.	FTAI	1.83%
Cavco Industries, Inc.	CVCO	1.80%