Columbia Acorn Fund Class B

 (MUTF:LACBX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-2.51%  
1 week
   
-6.36%  
4 week
   
-8.20%  
3 month
   
-19.04%  
YTD
   
-15.04%  
1 year
   
-18.01%  
3 years*
   
-0.08%  
5 years*   +2.79%
   
*annualized
Best 3 month return+28.88%  
Worst 3 month return-35.34%  

Morningstar statistics

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

Key statistics

Total assets6.36B 
Front load-  
Deferred load5.00%  
Expense ratio1.76%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash0.00%  
Stocks99.93%  
Bonds0.00%  
Other0.08%  

Purchase information

Initial$2,000  
IRA Initial$1,000  
AIP Initial$100  
11.64-0.30(-2.51%)
Feb 8, 4:00PM EST Overall Morningstar RatingTM

Description

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).
Fund filings (PDF) »
Asset managers:
Fritz Kaegi (Started: May 1, 2015)
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* -9.03 -8.01 -6.66 -2.43
Beta* 0.90 1.00 1.13 1.12
Mean annual return -0.73 0.28 0.49 0.49
R-squared* 69.50 70.45 80.38 87.58
Standard deviation 15.44 13.07 15.08 18.23
Sharpe ratio -0.57 0.25 0.38 0.26
* Against standard index

Top 10 holdings

Security Net Assets  
Align Technology Inc (ALGN) 2.76%  
LKQ Corp (LKQ) 2.28%  
Expeditors International of Washington Inc (EXPD) 2.24%  
Donaldson Co Inc (DCI) 2.05%  
Ansys Inc (ANSS) 1.73%  
Cepheid (CPHD) 1.68%  
Robert Half International Inc (RHI) 1.64%  
Vail Resorts Inc (MTN) 1.61%  
Ultimate Software Group Inc (ULTI) 1.59%  
Education Realty Trust Inc (EDR) 1.58%