Morningstar

Columbia Acorn Fund Class S ACRSX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.58  /  −0.48 %
  • Total Assets 2.5B
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 78%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ACRSX

Will ACRSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ACRSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ACRSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ACRSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Acorn S holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ACRSX

More ACRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPX Technologies Inc

2.60 68M
Industrials

Bloom Energy Corp Class A

2.49 65M
Industrials

Viavi Solutions Inc

1.85 49M
Technology

GCM Grosvenor Inc Ordinary Shares - Class A

1.82 48M
Financial Services

Modine Manufacturing Co

1.82 48M
Consumer Cyclical

Churchill Downs Inc

1.79 47M
Consumer Cyclical

VSE Corp

1.78 47M
Industrials

Nextpower Inc Class A

1.74 46M
Technology

The Carlyle Group Inc

1.74 46M
Financial Services

Wingstop Inc

1.73 45M
Consumer Cyclical

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