Columbia Acorn A
227 W Monroe Ste 3000 Chicago IL 60606
Map
Phone: 800-345-6611
| Category: | Mid-Cap Growth | | Fund Family: | Columbia | | Net Assets: | 2.81B | | Year-to-Date Return: | 31.77% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Oct-00 |
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Charles P. McQuaid
Lead Manager since
31-Dec-78 | | | McQuaid is President of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 1978. McQuaid is President of the Trust since 2003 and Trustee of the Fund since 1992. He holds the charted 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 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
(11-Dec-07):
| 0.02 | | Last Cap Gain
(9-Dec-08):
| 0.11 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 125.67% |
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| Expense | LACAX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.45% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 890 | $714 | | 5 Yr Expense Projection*: |
$ 1,121 | $1,046 | | 10 Yr Expense Projection*: |
$ 1,784 | $2,067 |
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0.17% Nasdaq 0.00%
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