Columbia Acorn Fund A (LACAX)
7.83
+0.01
(+0.13%)
USD |
May 30 2025
LACAX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.92% |
| Stock | 99.08% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2025
| Large | 0.73% |
| Mid | 16.18% |
| Small | 83.09% |
Region Exposure
| Americas | 93.59% |
|---|---|
|
North America
|
93.59% |
| Canada | 3.09% |
| United States | 90.50% |
|
Latin America
|
0.00% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.39% |
|---|---|
| United Kingdom | 1.29% |
|
Europe Developed
|
2.61% |
| Ireland | 1.08% |
| Netherlands | 0.00% |
| Switzerland | 0.01% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.50% |
| Israel | 1.50% |
| Greater Asia | 0.30% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.30% |
| Australia | 0.30% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.72% |
|---|
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
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |