Other OTC - Delayed Quote USD

Columbia Acorn USA Inst (AUSAX)

10.31 -0.06 (-0.58%)
As of April 21 at 8:01 PM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It normally invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the index) at the time of purchase.

Columbia Acorn USA Inst

Chicago, IL 60606
227 W Monroe Ste 3000
3126349200

Fund Overview

Category Small Growth
Fund Family Columbia Threadneedle
Net Assets 170.93M
YTD Return 9.54%
Yield 0.00%
Morningstar Rating
Inception Date Oct 16, 2000

Fund Operations

Last Dividend 0.12
Last Cap Gain -22.00
Holdings Turnover 105.00%
Average for Category --

Fees & Expenses

Expense AUSAX Category Average
Annual Report Expense Ratio (net) 1.08% 1.21%
Prospectus Net Expense Ratio 1.08% --
Prospectus Gross Expense Ratio 1.22% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John L. Emerson, Lead Manager since April 15, 2021
Mr. Emerson has been associated with the Columbia WAM or its predecessors as an investment professional since 2003 and has been a Vice President of the Trust since March 2020. Prior to joining the Investment Manager, Mr. Emerson was an analyst at an equity research Columbia WAM. Mr. Emerson began his investment career in 2002 and earned a B.S. from the University of Missouri and an M.B.A from the University of Chicago.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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