Other OTC - Delayed Quote • USD
Columbia Acorn USA Inst (AUSAX)
At close: April 21 at 8:01 PM EDT
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
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
![MORNING_STAR_STYLE_BOX](https://s.yimg.com/lq/i/fi/3_0stylelargeeq6.gif)
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