Columbia Acorn USA A (LAUAX)
6.69
+0.05
(+0.75%)
USD |
Mar 20 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.21% | 164.67M | 0.00% | 105.0% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -22.95M | -16.41% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It normally 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | AUSAX |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Growth |
| Category Index | Russell 2000 Growth TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| 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 | 1.88 yrs |
| John Emerson | 1.88 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
43
-22.95M
-1.393B
Category Low
747.16M
Category High
3 Months
% Rank:
--
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Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
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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 February 28, 2023
Risk
Performance Versus Category
As of March 17, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 17, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Wingstop Inc | 2.87% | 184.24 | 1.12% |
|
Columbia Short-Term Cash
|
2.80% | -- | -- |
| SiteOne Landscape Supply Inc | 2.63% | 133.06 | 0.08% |
| Chemed Corp | 2.63% | 525.98 | 2.19% |
| Churchill Downs Inc | 2.50% | 250.32 | 1.38% |
| Paycom Software Inc | 2.47% | 270.45 | -2.34% |
| Skyline Champion Corp | 2.39% | 67.30 | 0.94% |
| Bio-Techne Corp | 2.38% | 72.58 | 0.33% |
| Five Below Inc | 2.36% | 199.16 | 3.05% |
| Repligen Corp | 2.31% | 172.30 | 1.22% |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It normally 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | AUSAX |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Growth |
| Category Index | Russell 2000 Growth TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| 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 | 1.88 yrs |
| John Emerson | 1.88 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-17-23) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield (3-17-23) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 23.14 |
| 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 January 31, 2023
Fund Details
| Key Dates | |
| Inception Date | 10/16/2000 |
| Last Annual Report Date | 12/31/2022 |
| Last Prospectus Date | 5/1/2022 |
| Share Classes | |
| AUSAX | Inst |
| CUSAX | Adv |
| CUSYX | Inst |
| CYSRX | Inst |
| LAUCX | C |
| Attributes | |
| 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 |