36.51 Down -0.33 -0.90%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 36.84
Category Mid-Cap Growth
Net Assets 12.95 Bil
Yield 0.00%
Morningstar Risk Average
Morningstar Return Average
  • Last NAV update 9/15/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
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).
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 26.00% -4.61% 17.93% 30.90% -0.07%
Value ($) 12,600.46 12,019.47 14,174.93 18,555.36 18,541.72
  • Year to date performance as of 9/15/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Columbia
Fund Manager Robert Mohn
Tenure (Years) 11
Fund Status Open
Minimum Initial Purchase 2,000.00
Minimum IRA Investment 1,000.00
Front Load 0.00
Expense Ratio 0.78%
PERFORMANCE
Symbol Value ($)
1 Month 0.47%
3 Months -0.30%
1 Year 8.56%
3 Years* 15.55%
5 Years* 14.54%
  • * Annualized returns
  • Performance as of 9/15/2014 12:00 AM ET
PEER COMPARISON
  ACRNX Mid-Cap Growth
5-Yr Return 14.54% 15.89%
Sharpe Ratio 1.03 1.64
Net Assets 12.95 Bil 427.77 Mil
Avg Market Cap 3.96 Bil 9.33 Bil
Avg P/E 22.19 24.72
Portfolio Turnover 18 76
HOLDINGS
Symbol Value ($)
Stocks 97.85%
Cash 0.00%
Fixed Income 0.00%
Other 2.15%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

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