Columbia Acorn Select Fund Class B

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

Performance

Trailing returns

1 day
   
-0.41%  
1 week
   
-4.18%  
4 week
   
-4.78%  
3 month
   
-4.13%  
YTD
   
-3.37%  
1 year   +0.83%
   
3 years*   +15.87%
   
5 years*   +8.98%
   
*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 Below Average Average
5 years Low Above Average
10 years Below Average High
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets699.63M 
Front load-  
Deferred load5.00%  
Expense ratio2.05%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash0.00%  
Stocks99.73%  
Bonds0.00%  
Other0.26%  

Purchase information

Initial$2,000  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
17.94+0.32(1.82%)
Dec 18, 4:00PM EST 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* -13.46 -6.79 -8.09 -2.26
Beta* 1.22 1.14 1.27 1.26
Mean annual return 0.51 1.30 0.99 0.71
R-squared* 81.77 69.03 84.32 83.14
Standard deviation 11.11 12.44 17.99 20.38
Sharpe ratio 0.54 1.24 0.66 0.34
* Against standard index

Top 10 holdings

Security Net Assets  
Ametek Inc (AME) 6.30%  
Donaldson Co Inc (DCI) 4.65%  
CNO Financial Group Inc (CNO) 4.57%  
Amphenol Corp Class A (APH) 4.17%  
WNS (Holdings) Ltd ADR (WNS) 3.90%  
SEI Investments Company (SEIC) 3.48%  
LKQ Corp (LKQ) 3.43%  
F5 Networks Inc (FFIV) 3.35%  
Nordson Corp (NDSN) 3.21%  
Mettler-Toledo International Inc (MTD) 3.19%