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Columbia Acorn Z

ACRNX
18.31
-0.13
-0.70%
9/26/2016
5 Years
  • Previous Close

    18.44

  • Net Assets

    3.79B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    0.80%

  • Category

    Mid-Cap Growth

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Columbia

Fund Style

Open

Fund Manager

Fritz Kaegi

Investment Style

Medium Growth

The investment seeks long-term capital appreciation. The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of initial investment and (ii) may also invest in companies with market capitalizations above $5 billion, provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA NA
Initial Purchase: AIP 100

Inception

6/10/1970

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