Columbia Acorn C
(LIACX)
28.80
-0.40
-1.37%
-0.40
-1.37%
MORE ON LIACX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 29.20 |
| Category | Mid-Cap Growth |
| Net Assets | 833.07 Mil |
| Yield | 0.00% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 6/19/2013 6:38 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 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 $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 38.16% | 24.63% | -5.63% | 16.77% | 12.35% |
| Value ($) | 13,816.04 | 17,218.92 | 16,249.18 | 18,974.46 | 21,316.87 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Columbia |
| Fund Manager | Charles McQuaid |
| Tenure (Years) | 17 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.64% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -1.75% |
| 3 Months | 3.25% |
| 1 Year | 22.29% |
| 3 Years* | 13.89% |
| 5 Years* | 6.24% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| LIACX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 6.24% | 5.64% |
| Sharpe Ratio | 0.83 | 2.75 |
| Net Assets | 833.07 Mil | 378.08 Mil |
| Avg Market Cap | 3.40 Bil | 7.09 Bil |
| Avg P/E | 15.31 | 19.00 |
| Portfolio Turnover | 16 | 67 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.73% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 0.27% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Ametek, Inc. | 2.19% |
| Mettler-Toledo International, Inc. | 1.82% |
| Crown Castle International Corp | 1.76% |
| Donaldson Company, Inc. | 1.66% |
| SBA Communications Corp | 1.46% |
| Amphenol Corp | 1.40% |
| tw telecom inc | 1.40% |
| FMC Technologies, Inc. | 1.37% |
| Nordson Corporation | 1.28% |
| Seattle Genetics, Inc. | 1.26% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
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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