fundvisualizer.com

Columbia Acorn Inst2CRBRX

Performance (before sales charge)

As of 03/31/2024

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 02/29/2024
Stock
94.42%
Non-U.S. Stock
3.15%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
2.43%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 02/29/2024

Basic materials

0.99%

Consumer cyclical

17.30%

Financial services

6.94%

Real estate

2.16%

Consumer defensive

3.17%

Health care

19.42%

Utilities

0.00%

Communication services

1.43%

Energy

1.90%

Industrials

22.56%

Technology

21.69%

Top 10 holdings

As of 02/29/2024

WillScot Mobile Mini Holdings Corp
2.46%
Columbia Short-Term Cash
2.43%
Repligen Corp
2.33%
Bio-Techne Corp
2.31%
Ryan Specialty Holdings Inc Class A
2.26%
SPX Technologies Inc
2.24%
Colliers International Group Inc Shs Subord Voting
2.16%
BJ's Wholesale Club Holdings Inc
2.16%
Churchill Downs Inc
2.12%
Five Below Inc
2.10%
Fund assets

$2.94 Billion

Share class

Inst

Morningstar category

Mid-Cap Growth

Expense ratio

0.80%

Investment objective

Growth

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