Columbia Acorn USA Z
227 W Monroe Ste 3000 Chicago IL 60606
Map
Phone: 800-345-6611
| Category: | Small Growth | | Fund Family: | Columbia | | Net Assets: | 1.09B | | Year-to-Date Return: | 33.50% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-96 |
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Robert A. Mohn
Lead Manager since
04-Sep-96 | | | Mohn is Portfolio Manager and Director of Domestic Research of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 1992. Mohn became Vice President of the Trust since 1997. Mohn holds the Chartered Financial Analyst designation. |
| 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 at least 80% of net assets (plus any borrowings for investment purposes) in U.S. companies. Under normal circumstances, it invests a majority of net assets in small- and mid-sized companies with market capitalizations under $5 billion at the time of investment. |
| Last Dividend
(9-Dec-05):
| 0.05 | | Last Cap Gain
(11-Jun-08):
| 0.96 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 120.37% |
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| Expense | AUSAX | Category
Avg | | Total Expense Ratio: | 1.01%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 322 | $675 | | 5 Yr Expense Projection*: |
$ 558 | $1,071 | | 10 Yr Expense Projection*: |
$ 1,236 | $2,161 |
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0.17% Nasdaq 0.00%
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