Mutual Funds - Profile

Columbia Acorn USA Fund

US > Small-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 seeks to invest in companies with a superior business franchise that offers growth potential.

In addition, the team assesses if the company’s products and services have a competitive advantage.

Also, the team prefers companies that are trading at reasonable valuations relative to its assets More

Price

  • Last Close
  • $20.33
    -0.19
  • 52 Week HL
  • $21.9 - $15.35
  • Net Assets
  • $326 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 29, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Atkore International 2.34
Sprout Social 2.31
Natera, Inc. 2.12
Exponent Inc 2.02
Manhattan Associates 1.98
Company Holding
Fate Therapeutics 1.95
Qualys Inc 1.64
Acceleron Pharma 1.62
Insmed Inc 1.53
Plug Power 1.52
Total 19.03%

Manager

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

Documents

  • Annual Reports
  • 2020

Performance
5.2 % YTD

  • 3 Year
  • 34.34%
  • 5 Year
  • 89.52%
  • Best
  • 22.16%
    2013
  • Worst
  • -1.91%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CUSAX 4%34%28%-10%21%10%-2%5%42%14%-4%
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 5.8% -27% 16.9% 3.9% 5.4% -6.1% 5.1% 0.6% 10.5% - -
Q2 1.8% 23.9% -1.9% 14% 5.9% 7.5% 2% 0.7% 2.1% -100% -
Q3 3.8% 6.3% -3.1% 3.7% 4.5% 4.7% -10.3% -6.4% 9.6% -100% -
Q4 - 23.2% 5.6% -17.7% 1.4% 7.1% 2.1% 8% -1.6% -0.8% -

Returns +
M

J F M A M J J A S O N D
2021 4.1% 2.9% -1.4% 2.6% -3.2% 2.5% -0.1% 2.6% 1.3% -4.9% - -
2020 -2.2% -7.9% -18.9% 14.6% 9.6% -1.4% 2.9% 5.7% -2.2% 2.4% 14.5% 5.1%

Annual Return

Index Comparison

Alpha

NAV