fundvisualizer.com

Columbia Acorn Inst2CRBRX

Performance (before sales charge)

As of 04/30/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 03/31/2023
Stock
93.43%
Non-U.S. Stock
3.63%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
2.94%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2023

Basic materials

5.54%

Consumer cyclical

19.75%

Financial services

7.01%

Real estate

3.88%

Consumer defensive

1.09%

Health care

17.57%

Utilities

0.00%

Communication services

1.29%

Energy

3.10%

Industrials

15.60%

Technology

22.23%

Top 10 holdings

As of 03/31/2023

West Pharmaceutical Services Inc
3.31%
Columbia Short-Term Cash
2.94%
Bio-Techne Corp
2.55%
SiteOne Landscape Supply Inc
2.42%
Churchill Downs Inc
2.37%
Paycom Software Inc
2.25%
Wingstop Inc
2.17%
Repligen Corp
2.14%
Skyline Champion Corp
2.14%
Bright Horizons Family Solutions Inc
2.10%
Fund assets

$2.77 Billion

Share class

Inst

Morningstar category

Mid-Cap Growth

Expense ratio

0.80%

Investment objective

Growth

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