Columbia Acorn Fund (WUSAX)
| Fund Assets | n/a |
| Expense Ratio | 0.91% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | n/a |
| YTD Return | 4.40% |
| 1-Year Return | 8.85% |
| 5-Year Return | -3.82% |
| 52-Week Low | 11.57 |
| 52-Week High | 17.34 |
| Beta (5Y) | 1.46 |
| Holdings | 106 |
| Inception Date | n/a |
About WUSAX
Columbia Variable Portfolio – Acorn Fund is a mutual fund designed primarily for investors accessing the market through variable annuity contracts and variable life insurance products. Its principal objective is long-term capital appreciation, with a focus on investing the majority of its net assets in the common stocks of small- and mid-cap growth companies. The fund strategically allocates capital across multiple sectors, with notable holdings in consumer cyclical, technology, healthcare, industrials, real estate, and financial services sectors. The portfolio features a diversified mix, concentrating approximately 23% of assets in its top ten holdings, which include companies such as Churchill Downs Inc, Five Below Inc, and Super Micro Computer Inc. This reflects a strategy centered on capturing growth opportunities within dynamic, innovative firms. The fund maintains a moderate turnover rate, balancing active management with a long-term investment perspective. Columbia Variable Portfolio – Acorn Fund serves as a versatile component for diversified portfolios seeking exposure to small- and mid-cap U.S. equities, playing a significant role in growth-oriented investment strategies within the insurance-linked investment landscape.
Performance
WUSAX had a total return of 8.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.56%.
Top 10 Holdings
22.04% of assets| Name | Symbol | Weight |
|---|---|---|
| Dreyfus Government Cash Management Fund | DGCXX | 2.65% |
| The Carlyle Group Inc. | CG | 2.37% |
| SPX Technologies, Inc. | SPXC | 2.27% |
| Sterling Infrastructure, Inc. | STRL | 2.26% |
| GCM Grosvenor Inc. | GCMG | 2.16% |
| State Street SPDR S&P Biotech ETF | XBI | 2.15% |
| Modine Manufacturing Company | MOD | 2.13% |
| Parsons Corporation | PSN | 2.11% |
| Celestica Inc. | CLS | 1.98% |
| Exact Sciences Corporation | EXAS | 1.95% |