Mutual Funds - Profile

Columbia Acorn Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in U.S. companies.

The team favors companies with a superior business franchise that offers growth potential.

In addition, the team focuses on companies that possess products and services in which the company has a competitive advantage.

Also, the team prefers companies that are More

Price

  • Last Close
  • $16.89
    -0.29
  • 52 Week HL
  • $18.23 - $13.62
  • Net Assets
  • $4900 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Zynga - 1.82
Zynga - 1.71
CDW / DE 1.65
Visteon Corporation 1.64
Planet Fitness 1.63
Company Holding
Teradyne Inc 1.62
Horizon Pharma 1.59
MongoDB, Inc. 1.59
Generac Holdings 1.57
Natera, Inc. 1.53
Total 16.35%

Manager

  • Name
  • Matthew A. Litfin
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
4.5 % YTD

  • 3 Year
  • 33.59%
  • 5 Year
  • 62.92%
  • Best
  • 45.68%
    2003
  • Worst
  • -38.58%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
ACRNX 9%35%34%-6%24%6%-1%0%0%0%0%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.9% -21.3% 16.6% 3.6% 6.7% -2.7% 4% - 9.9% 15.5% -
Q2 1.5% 22.3% -1.6% 9.4% 1.8% 2.7% 2.6% 2.7% 1.8% -6.1% -
Q3 5.6% 9.4% -4.4% 6.6% 5.1% 6.8% -9.8% -5.4% 8.8% 4% -
Q4 1% 7.2% 1.5% -19.2% 5.1% 3.8% 1.7% 4% 7.2% 3.1% -

Returns +
M

J F M A M J J A S O N D
2021 1.7% 4.1% -3.7% 3.4% -3.9% 2.1% 1.1% 3.2% 1.2% -4.4% - -
2020 -0.2% -7.6% -14.6% 13.7% 10.1% -2.4% 5.7% 2.8% 0.7% 0.5% 10.6% -3.4%

Annual Return

Index Comparison

Alpha

NAV