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Columbia Acorn Inst (ACRNX)

10.91 -0.12 (-1.09%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 11.03
  • YTD Return 9.61%
  • Expense Ratio 1.08%
  • Category Mid-Cap Growth
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.94B
  • Beta (5Y Monthly) 1.20
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 64.00%
  • Last Dividend 0.14
  • Inception Date Oct 16, 2000

The fund 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. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets.

Columbia Threadneedle

Fund Family

Mid-Cap Growth

Fund Category

2.94B

Net Assets

2000-10-16

Inception Date

Performance Overview: ACRNX

Trailing returns as of 4/18/2024. Category is Mid-Cap Growth.

YTD Return

ACRNX
9.61%
Category
10.80%
 

1-Year Return

ACRNX
21.38%
Category
48.17%
 

3-Year Return

ACRNX
1.84%
Category
21.26%
 

5-Year Return

ACRNX
6.28%
Category
20.18%
 

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Holdings: ACRNX

Top 9 Holdings (20.15% of Total Assets)

SymbolCompany% Assets
WSC
WillScot Mobile Mini Holdings Corp. 2.46%
RGEN
Repligen Corporation 2.33%
TECH
Bio-Techne Corporation 2.31%
RYAN
Ryan Specialty Holdings, Inc. 2.26%
SPXC
SPX Technologies, Inc. 2.24%
CIGI.TO
Colliers International Group Inc. 2.16%
BJ
BJ's Wholesale Club Holdings, Inc. 2.16%
CHDN
Churchill Downs Incorporated 2.12%
FIVE
Five Below, Inc. 2.10%

Sector Weightings

SectorACRNX
Industrials   23.13%
Technology   22.23%
Healthcare   19.90%
Real Estate   2.22%
Energy   1.95%
Utilities   0.00%

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