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The Columbia Acorn Fund (ACRNX) is an actively managed mutual fund issued by Columbia and advised by Columbia Wanger Asset Management LLC. The fund was incepted on June 9, 1970 and was managed by Robert A. Mohn since 2003 and David L. Frank since 2014. The fund currently has approximately $17 billion in assets under management (AUM). The fund’s primary objective is to seek long-term capital appreciation.
The fund typically invests the majority of its assets in common stock of small and mid-sized companies. These companies are usually based in the United States and have a market capitalization that is under $5 billion at the time of purchase. In some cases, the fund will hold stocks that have exceeded the $5 billion market capitalization or will make initial investments in larger companies. According to the fund’s management, stocks below $5 billion can often have high growth potential and can often be missed by analysts that focus on larger sized companies. In general, the fund’s management seeks investments that have a strong business franchise with growth potential, competitive advantage and an attractive stock price. The mutual fund’s portfolio is balanced among sectors. The sectors with the largest weight in the portfolio are industrial goods, technology and consumer cyclicals. This fund focuses on investing in securities based in the United States, but will invest abroad (including emerging markets) in some cases.
This fund is subject to regular market risks including active management risk, small and mid-cap risk, issuer risk, foreign stock risk, emerging markets risk, sector risk and currency risk. Investors are benefited from diversification in this fund, but should be aware of the risks listed above.
The Columbia Acorn Fund requires a minimum initial investment of $2,000 for both regular and IRA accounts.
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| Period | ACRNX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 18.1% | -22.6% | 30.8% | 73.62% |
| 1 Yr | -8.4% | -45.4% | 17.4% | 63.19% |
| 3 Yr | -7.4%* | -24.5% | 26.1% | 92.68% |
| 5 Yr | -15.9%* | -28.9% | 15.2% | 98.22% |
| 10 Yr | -1.8%* | -10.4% | 18.0% | 96.99% |
* Annualized
| Period | ACRNX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -15.7% | -52.1% | 9.2% | 45.44% |
| 2017 | 0.7% | -38.9% | 36.0% | 95.06% |
| 2016 | -20.9% | -61.7% | 27.9% | 97.09% |
| 2015 | -39.5% | -82.5% | 12.2% | 98.64% |
| 2014 | -14.4% | -23.5% | 17.9% | 93.56% |
| Period | ACRNX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 18.1% | -22.6% | 30.8% | 73.62% |
| 1 Yr | -8.4% | -45.4% | 26.3% | 76.47% |
| 3 Yr | 11.4%* | -14.5% | 27.5% | 46.44% |
| 5 Yr | 6.9%* | -21.6% | 17.9% | 52.28% |
| 10 Yr | 13.0%* | -6.3% | 20.7% | 48.19% |
* Annualized
| Period | ACRNX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -15.7% | -51.7% | 12.2% | 62.17% |
| 2017 | 25.2% | -7.0% | 56.2% | 30.61% |
| 2016 | 10.7% | -61.7% | 27.9% | 17.83% |
| 2015 | -2.1% | -54.0% | 12.2% | 50.97% |
| 2014 | 1.0% | -23.5% | 18.1% | 69.62% |
| ACRNX | Category Low | Category High | ACRNX % Rank | |
|---|---|---|---|---|
| Net Assets | 4.44 B | 1.44 M | 32.8 B | 18.98% |
| Number of Holdings | 128 | 7 | 2229 | 16.32% |
| Net Assets in Top 10 | 682 M | 607 K | 6.08 B | 23.34% |
| Weighting of Top 10 | 15.79% | 6.7% | 93.6% | 91.08% |
| Weighting | Return Low | Return High | ACRNX % Rank | |
|---|---|---|---|---|
| Stocks | 99.01% | 5.68% | 128.37% | 25.24% |
| Cash | 0.98% | -28.36% | 90.76% | 69.64% |
| Preferred Stocks | 0.00% | 0.00% | 8.95% | 52.18% |
| Other | 0.00% | -9.13% | 12.79% | 57.50% |
| Convertible Bonds | 0.00% | 0.00% | 8.41% | 49.34% |
| Bonds | 0.00% | 0.00% | 60.37% | 50.09% |
| Weighting | Return Low | Return High | ACRNX % Rank | |
|---|---|---|---|---|
| Technology | 25.31% | 0.00% | 64.91% | 57.31% |
| Consumer Cyclical | 18.80% | 1.18% | 47.93% | 20.30% |
| Healthcare | 17.42% | 0.00% | 35.79% | 23.34% |
| Industrials | 16.38% | 0.00% | 40.82% | 48.58% |
| Financial Services | 9.17% | 0.00% | 42.38% | 36.24% |
| Real Estate | 3.70% | 0.00% | 41.91% | 29.79% |
| Consumer Defense | 3.43% | 0.00% | 16.94% | 57.31% |
| Basic Materials | 2.08% | 0.00% | 13.91% | 57.50% |
| Energy | 1.60% | 0.00% | 14.77% | 38.33% |
| Communication Services | 1.12% | 0.00% | 18.08% | 38.71% |
| Utilities | 0.00% | 0.00% | 11.40% | 63.57% |
| Weighting | Return Low | Return High | ACRNX % Rank | |
|---|---|---|---|---|
| US | 97.31% | 5.51% | 123.87% | 17.84% |
| Non US | 1.70% | 0.00% | 25.73% | 73.43% |
| ACRNX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.85% | 0.07% | 6.14% | 83.87% |
| Management Fee | 0.67% | 0.06% | 1.50% | 25.81% |
| 12b-1 Fee | 0.00% | 0.00% | 1.00% | 11.44% |
| Administrative Fee | 0.05% | 0.01% | 0.72% | 20.43% |
| ACRNX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
| ACRNX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.05% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| ACRNX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 66.00% | 1.85% | 495.00% | 70.02% |
| ACRNX | Category Low | Category High | ACRNX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.05% | 55.03% |
| ACRNX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
| Date | Amount |
|---|---|
| Jun 08, 2011 | $0.083 |
| Dec 16, 2010 | $0.014 |
| Jun 10, 2010 | $0.030 |
| Dec 10, 2008 | $0.014 |
| Dec 12, 2007 | $0.115 |
| Dec 11, 2006 | $0.126 |
| Dec 12, 2005 | $0.148 |
| Dec 13, 2004 | $0.018 |
| ACRNX | Category Low | Category High | ACRNX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.05% | -2.55% | 4.79% | 20.49% |
| ACRNX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Jan 01, 2016
3.33
3.3%
Matt Litfin is the director of U.S. research at Columbia Wanger Asset Management, LLC. He is also a co-portfolio manager for the firm’s flagship Columbia Acorn Fund; Columbia Variable Portfolio ‐ U.S. Equities Fund; Wanger USA, a variable insurance product; and the lead portfolio manager for Columbia Acorn USA, a small‐cap domestic equity mutual fund. Mr. Litfin joined the firm in 2015 and has been a member of the investment community since 1993. Prior to joining Columbia Wanger, Mr. Litfin’s experience includes working primarily with funds that invest in small- and mid-cap companies. He held positions as a partner, co-portfolio manager and equity research analyst at William Blair & Co. and as a municipal bond analyst at John Nuveen & Co. Mr. Litfin earned a B.S. from the University of Tennessee and an M.B.A. from the Harvard Business School. In addition, he holds the Chartered Financial Analyst® designation.
Manager
Start Date
Tenure
Tenure Rank
May 01, 2019
0.0
0.0%
Ms. Maschmeyer joined Columbia WAM, a Participating Affiliate, in 2016. Prior to joining Columbia WAM, Ms. Maschmeyer was a research analyst at Oak Ridge Investments where she was responsible for U.S. consumer discretionary/staples investments. Ms. Maschmeyer began her investment career in 2001 and earned a B.A. from Denison University and an M.B.A from the University of Chicago.
Manager
Start Date
Tenure
Tenure Rank
May 01, 2019
0.0
0.0%
Mr. Watson has been associated with Columbia Wanger Asset Management LLC or its predecessors as an investment professional since 2006. Mr. Watson began his investment career in 2000 and earned a B.S. from the State University of New York and an MBA from DePaul University.
Tenure Analysis
Category Low
0.0
Category High
33.21
Category Average
8.53
Category Mode
8.67
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
