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Columbia Acorn Select Fund Institutional Class (ACTWX)

13.15 +0.04 (+0.31%)
At close: July 10 at 8:01 PM EDT
Key Events
Loading Chart for ACTWX
DELL
  • Previous Close 13.11
  • YTD Return 0.46%
  • Expense Ratio 0.92%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 217.83M
  • Beta (5Y Monthly) 1.23
  • Yield 0.36%
  • 5y Average Return --
  • Holdings Turnover 140.00%
  • Last Dividend 0.05
  • Inception Date Nov 23, 1998

The investment seeks long-term capital growth. The fund (i) invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $20 billion at the time of initial investment and (ii) may also invest in companies with market capitalizations above $20 billion, provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks.

Columbia

Fund Family

Mid-Cap Growth

Fund Category

217.83M

Net Assets

1998-11-23

Inception Date

Performance Overview: ACTWX

Trailing returns as of 6/30/2020. Category is Mid-Cap Growth.

YTD Return

ACTWX
0.46%
Category
10.80%
 

1-Year Return

ACTWX
11.10%
Category
48.17%
 

3-Year Return

ACTWX
8.68%
Category
21.26%
 

5-Year Return

ACTWX
8.54%
Category
20.18%
 

Holdings: ACTWX

Top 10 Holdings (40.72% of Total Assets)

SymbolCompany% Assets
GDDY
GoDaddy Inc. 4.48%
SIVB
SIVB 4.32%
MASI
Masimo Corporation 4.29%
EHC
Encompass Health Corporation 4.13%
FIVE
Five Below, Inc. 4.08%
CHE
Chemed Corporation 4.04%
ARES
Ares Management Corporation 4.03%
AYX
Alteryx, Inc. 3.87%
MIME
MIME 3.80%
ZNGA
ZNGA 3.68%

Sector Weightings

SectorACTWX
Technology   28.94%
Healthcare   28.88%
Industrials   13.98%
Real Estate   3.20%
Utilities   0.00%
Energy   0.00%

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