LIACX : Columbia Acorn Fund Class C

LIACX is a US Stocks Market Mid-Cap Growth with HIGH fees.

LIACX

Columbia Acorn Fund Class C

FI Score

40 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

40% FI Score
  • liacx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Columbia Acorn Fund Class C

Expenses: 1.85% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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 and may also invest in companies with market capitalizations above $5 billion, provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks. 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.

Largest Holdings

Amount Holding
2.27% Masimo Corp
1.69% DocuSign Inc
1.61% EPAM Systems Inc
1.60% Jack Henry & Associates Inc
1.56% Ares Management Corp Class A
1.55% Allegion PLC
1.52% Chegg Inc
1.48% ACADIA Pharmaceuticals Inc
1.43% SPX Corp
1.39% Qualys Inc
1.38% Chemed Corp
1.37% Globus Medical Inc Class A
1.36% Zynga Inc Class A
1.31% Take-Two Interactive Software Inc
1.30% Exponent Inc
1.29% NVR Inc
1.27% Zscaler Inc
1.25% Teradyne Inc
1.21% Encompass Health Corp
1.19% Manhattan Associates Inc
1.18% Steris PLC
1.17% Seattle Genetics Inc
1.17% Booz Allen Hamilton Holding Corp Class A
1.15% Bio-Techne Corp
1.14% MKS Instruments Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo