Columbia Acorn Select Fund Class B

 (MUTF:LTFBX)   Watch this mutual fund  
Find more results for MUTF:LTFBX

Performance

Trailing returns

1 day
   
-0.05%  
1 week
   
-0.60%  
4 week   +3.78%
   
3 month   +1.12%
   
YTD   +0.88%
   
1 year   +10.65%
   
3 years*   +16.34%
   
5 years*   +11.62%
   
*annualized
Best 3 month return+38.29%  
Worst 3 month return-46.32%  

Morningstar statistics

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

Key statistics

Total assets759.07M 
Front load-  
Deferred load5.00%  
Expense ratio2.05%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash0.00%  
Stocks99.54%  
Bonds0.00%  
Other0.46%  

Purchase information

Initial$2,000  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
21.59-0.10(-0.46%)
Sep 15, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth. Under normal circumstances, the fund invests a majority of its net assets in the common stock of companies with market capitalizations under $20 billion at the time of 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 Colombia).
Fund filings (PDF) »
Asset manager:
Robert Chalupnik (Started: May 1, 2011)
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* -12.21 -10.13 -7.43 -1.42
Beta* 1.21 1.26 1.29 1.27
Mean annual return 1.30 1.20 1.16 0.82
R-squared* 78.26 80.03 84.29 83.29
Standard deviation 11.42 16.33 18.55 20.45
Sharpe ratio 1.36 0.88 0.75 0.40
* Against standard index

Top 10 holdings

Security Net Assets  
Ametek Inc (AME) 6.17%  
Donaldson Co Inc (DCI) 4.52%  
CNO Financial Group Inc (CNO) 4.51%  
WNS (Holdings) Ltd ADR (WNS) 4.20%  
Amphenol Corp Class A (APH) 4.10%  
Discover Financial Services (DFS) 3.62%  
Mettler-Toledo International Inc (MTD) 3.46%  
SEI Investments Company (SEIC) 3.40%  
LKQ Corp (LKQ) 3.29%  
Nordson Corp (NDSN) 3.28%