Columbia Acorn Fund A (LACAX)
7.76
-0.04
(-0.51%)
USD |
Mar 04 2025
LACAX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 1.05% |
| Stock | 98.95% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of December 31, 2024
| Large | 0.95% |
| Mid | 21.13% |
| Small | 77.92% |
Region Exposure
| Americas | 94.51% |
|---|---|
|
North America
|
93.06% |
| Canada | 1.73% |
| United States | 91.33% |
|
Latin America
|
1.45% |
As of December 31, 2024. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.73% |
|---|---|
| United Kingdom | 1.00% |
|
Europe Developed
|
2.07% |
| Ireland | 0.22% |
| Switzerland | 0.02% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.66% |
| Israel | 1.66% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.76% |
|---|
Stock Sector Exposure
| Cyclical |
|
28.83% |
| Materials |
|
1.14% |
| Consumer Discretionary |
|
18.50% |
| Financials |
|
7.18% |
| Real Estate |
|
2.01% |
| Sensitive |
|
44.07% |
| Communication Services |
|
1.18% |
| Energy |
|
2.40% |
| Industrials |
|
21.38% |
| Information Technology |
|
19.10% |
| Defensive |
|
25.62% |
| Consumer Staples |
|
2.85% |
| Health Care |
|
22.77% |
| Utilities |
|
0.00% |
| Not Classified |
|
1.48% |
| Non Classified Equity |
|
0.01% |
| Not Classified - Non Equity |
|
1.47% |
As of July 31, 2024