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Columbia Acorn USA Fund Institutional Class (AUSAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.55-0.02 (-0.14%)
At close: 8:01PM EDT

Columbia Acorn USA Fund Institutional Class

Columbia Acorn Trust

227 W Monroe Ste 3000

Chicago, IL 60606

Management Information
Richard Watson,Lead Manager since November 12, 2017
Mr. Watson has been associated with Columbia Wanger Asset Management LLC or its predecessors as an investment professional since 2006, and has been a Vice President of the Trust since March 2018. r. Watson began his investment career in 2000 and earned a B.S. from the State University of New York and an MBA from DePaul University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyColumbia
Net Assets267.34M
YTD Return-7.55%
Morningstar Rating★★★
Inception DateSep 3, 1996

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover91.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAUSAXCategory Average
Annual Report Expense Ratio (net)1.16%1.22%
Prospectus Net Expense Ratio1.16%N/A
Prospectus Gross Expense Ratio1.19%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.41%
Max Deferred Sales LoadN/A1.32%
3 Yr Expense Projection375N/A
5 Yr Expense Projection651N/A
10 Yr Expense Projection1,441N/A