Columbia Acorn Z
227 W Monroe Ste 3000 Chicago IL 60606
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Phone: 800-345-6611
| Category: | Mid-Cap Growth | | Fund Family: | Columbia | | Net Assets: | 10.08B | | Year-to-Date Return: | -4.58% | | Yield: | 0.21% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jun-70 |
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Charles P. McQuaid
Lead Manager since
01-May-95 | | | Charles P. McQuaid, CFA ? Chief Investment Officer, Columbia Wanger Asset Management, Lead Portfolio Manager, Columbia Acorn Fund (September 2003) Investment Focus: Telecommunication Services Columbia Wanger Asset Management, principal, 1992; co-portfolio manager, Columbia Acorn Fund, 1995 Harris Associates, analyst, 1978-1992; principal, 1983-1992 Equitable Life Insurance, Analyst, 1976-1978 Chartered Financial Analyst, 1980 MBA University of Chicago, 1976 BBA University of Massachusetts, 1974 |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests a majority of net assets in small- and mid-sized companies with market capitalizations under $5 billion at the time of investment. It invests the majority of assets in U.S. companies, but also may invest up to 33% of total assets in foreign companies in developed markets and in emerging markets. |
| Last Dividend
(9-Dec-09):
| 0.05 | | Last Cap Gain
(9-Dec-08):
| 0.11 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 138.22% |
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| Expense | ACRNX | Category
Avg | | Total Expense Ratio: | 0.76%
| 1.46% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 243 | $651 | | 5 Yr Expense Projection*: |
$ 422 | $1,030 | | 10 Yr Expense Projection*: |
$ 942 | $2,053 |
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