Columbia Acorn Z (ACRNX - Free Report) seeks to provide long-term growth of capital. ACRNX invests in the stocks of small and medium sized companies. ACRNX invests in the stocks of companies with market capitalizations of less than $5 billion at the time of purchase. Dividends are distributed semiannually and capital gains annually.
This Small Value fund, as of the last filing, allocates their fund in three major groups; Small Growth, Large Value, Small Value. Further, as of the last filing, DONALDSON CO INC, AMETEK INC and LKQ CORP were the top holdings for ACRNX.
The Columbia Acorn Z fund, managed by Columbia , carries an expense ratio of 0.80.
ACRNX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 2.89%, 3 year 11.63%, and 5 year 9.78%. To see how this fund performed compared in its category, please click here.
ACRNX’s performance, as of the last filing, when compared to funds in its category was in the top 47% in the past 1 year.
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