Columbia Acorn Fund Class I

 (MUTF:CANIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.19%
   
1 week
   
-1.82%  
4 week
   
-0.67%  
3 month   +4.11%
   
YTD   +5.26%
   
1 year   +22.63%
   
3 years*   +4.92%
   
5 years*   +9.22%
   
*annualized
Best 3 month return+15.52%  
Worst 3 month return-19.65%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.92B 
Front load-  
Deferred load-  
Expense ratio0.74%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash0.00%  
Stocks98.00%  
Bonds0.00%  
Other2.00%  

Purchase information

Initial$0  
16.21+0.03(0.19%)
Mar 23, 8:00PM EDT Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
Matthew Litfin (Started: Jan 1, 2016)
P. Egan (Started: May 1, 2015)
Advisor Company:
Columbia Wanger Asset Management LLC
Fund family reports on Morningstar »
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -2.36 -6.24 -4.25 -1.22
Beta* 1.29 1.09 1.05 1.13
Mean annual return 2.25 0.45 0.84 0.70
R-squared* 85.66 71.31 74.32 88.31
Standard deviation 11.28 13.40 12.44 18.42
Sharpe ratio 2.36 0.39 0.80 0.42
* Against standard index

Top 10 holdings

Security Net Assets  
Align Technology Inc (ALGN) 1.95%  
GoDaddy Inc A (GDDY) 1.85%  
Raymond James Financial Inc (RJF) 1.72%  
Vantiv Inc (VNTV) 1.49%  
Healthsouth Corp (HLS) 1.48%  
Toro Co (TTC) 1.48%  
PRA Health Sciences Inc (PRAH) 1.41%  
Gentex Corp (GNTX) 1.39%  
Education Realty Trust Inc (EDR) 1.38%  
MB Financial Inc (MBFI) 1.24%