Columbia Acorn Z
(ACRNX)
US Markets Closed
AdChoices
35.54
+0.16
+0.45%
:

Previous Close

35.38

Net Assets

11.88B

Yield

0.00%

Front load

None

Expenses

0.78%

Category

Mid-Cap Growth

Morningstar Risk

Average

Morningstar Rating ★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • ACRNX

  • Category

    • 2013

    • 30.90%

    • -

    • 2012

    • 17.93%

    • -

    • 2011

    • -4.61%

    • -

    • 2010

    • 26.00%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 9.82%

      • 15.49%

      • 5.66%

      • Q2

      • 0.64%

      • -5.42%

      • 1.43%

      • Q3

      • 10.38%

      • 4.81%

      • -19.66%

      • Q4

      • 7.30%

      • 3.01%

      • 10.78%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Ametek Inc

        • 2.46

        • 8,860,000

        • 0

        • Mettler-Toledo International Inc

        • 2.10

        • 1,475,000

        • 0

        • Donaldson Co Inc

        • 1.85

        • 8,400,000

        • 0

        • Amphenol Corp Class A

        • 1.79

        • 3,311,000

        • 0

        • Avis Budget Group Inc

        • 1.47

        • 4,150,000

        • -50,000

        • SEI Investments Company

        • 1.47

        • 7,368,774

        • 0

        • SBA Communications Corp

        • 1.46

        • 2,520,000

        • 0

        • Nordson Corp

        • 1.45

        • 3,400,000

        • 0

        • FMC Technologies Inc

        • 1.25

        • 3,858,000

        • 0

        • Cepheid

        • 1.23

        • 5,836,000

        • 0

        • Name

        • Rating

        • YTD Return %

          • Principal MidCap R4

          • ★★★★★
          • 5.90

          • Hartford MidCap HLS IA

          • ★★★★★
          • 6.46

          • Principal MidCap R5

          • ★★★★★
          • 6.05

          • JPMorgan Mid Cap Equity Select

          • ★★★★★
          • 6.32

          • HSBC Opportunity I

          • ★★★★★
          • 2.69

          • Nicholas

          • ★★★★★
          • 7.43

          • Hartford MidCap Y

          • ★★★★★
          • 6.26

          • HSBC Opportunity A Load Waived

          • ★★★★★
          • 2.28

          • Principal MidCap Institutional

          • ★★★★★
          • 6.20

          • Principal MidCap B

          • ★★★★★
          • 5.05

          • Name

          • ACRNX

          • Category

            • Expense Ratio

            • 0.78%

            • 1.33%

            • Net Assets

            • 11.88B

            • 427.77M

            • Dividend Yield

            • 0.82%

            • 0.68

            • Price/Book

            • 2.71

            • 3.28

            • Price/Sales

            • 1.74

            • 1.84

            • Price/Cash Flow

            • 10.43

            • 12.24

            Profile

            Name of Issuer

            Columbia

            Fund Style

            Open

            Fund Manager

            David Frank

            Investment Style

            Medium Growth

            The investment seeks long-term capital appreciation. Under normal circumstances, 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. 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 (for example, China, India and Brazil).

            Purchase Information

            Initial Purchase 0
            Initial Purchase: IRA NA
            Initial Purchase: AIP 100
            Front load None
            Back Load None

            Inception

            6/9/1970