Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.86% 4.894B 0.00% 86.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-611.96M 24.24% Upgrade Upgrade

Basic Info

Investment Strategy
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 generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the Index) at the time of purchase. 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.
General
Security Type Mutual Fund
Oldest Share Symbol ACRNX
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Growth
Category Index Russell Mid Cap Growth TR USD
Prospectus Objective Growth
Fund Owner Firm Name Columbia Threadneedle
Prospectus Benchmark Index
Russell 2500 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Erika Maschmeyer 2.42 yrs
Daniel Cole 0.46 yrs
John Emerson 0.46 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 90
-611.96M
-5.383B Category Low
10.51B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of September 30, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 20, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
0.81%
-1.75%
10.32%
25.19%
-5.00%
26.58%
29.44%
11.93%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.15%
7.23%
5.27%
2.11%
22.93%
-5.17%
35.12%
35.26%
18.44%
11.22%
-0.15%
13.11%
15.58%
-5.23%
34.10%
30.30%
26.15%
11.29%
1.51%
6.93%
24.12%
-3.77%
36.56%
31.25%
15.15%
7.37%
1.05%
3.12%
24.85%
-5.02%
33.13%
38.97%
16.03%
As of October 20, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-20-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield (10-15-21) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 34.70
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of August 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth --
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of August 31, 2021

Asset Allocation

As of August 31, 2021.
Type % Net % Long % Short
Cash 1.70% Upgrade Upgrade
Stock 98.30% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Planet Fitness Inc A 2.57% 79.11 2.61%
Etsy Inc 2.54% 235.81 1.15%
Bill.com Holdings Inc Ordinary Shares 2.51% 304.74 3.04%
Chegg Inc 2.01% 61.77 0.39%
Elastic NV 1.93% 169.90 0.69%
The Trade Desk Inc A 1.91% 80.85 1.62%
Horizon Therapeutics PLC 1.91% 115.94 1.97%
SiteOne Landscape Supply Inc 1.87% 217.35 2.01%
Amedisys Inc 1.86% 166.76 3.30%
Endava PLC ADR 1.83% 149.77 2.53%

Fees & Availability

Fees
Actual 12B-1 Fee Upgrade
Actual Management Fee Upgrade
Administration Fee Upgrade
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
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 generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the Index) at the time of purchase. 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.
General
Security Type Mutual Fund
Oldest Share Symbol ACRNX
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Growth
Category Index Russell Mid Cap Growth TR USD
Prospectus Objective Growth
Fund Owner Firm Name Columbia Threadneedle
Prospectus Benchmark Index
Russell 2500 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Erika Maschmeyer 2.42 yrs
Daniel Cole 0.46 yrs
John Emerson 0.46 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-20-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield (10-15-21) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 34.70
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of August 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth --
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of August 31, 2021

Fund Details

Key Dates
Inception Date 11/8/2012
Last Annual Report Date 12/31/2020
Last Prospectus Date 5/1/2021
Share Classes
ACRNX Inst
CRBRX Inst
CRBYX Inst
LACAX A
LIACX C
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No