Morningstar

Columbia Acorn Fund Institutional 3 Class CRBYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $15.32  /  −0.97 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 78%
NAV and 1-Day Return as of

Morningstar’s Analysis CRBYX

Will CRBYX 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 CRBYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRBYX 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 CRBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Acorn Inst3 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 CRBYX

More CRBYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Guardant Health Inc

2.65 64M
Healthcare

SharkNinja Inc

2.64 63M
Consumer Cyclical

InterDigital Inc

2.31 55M
Technology

GCM Grosvenor Inc Ordinary Shares - Class A

2.05 49M
Financial Services

SPX Technologies Inc

1.97 47M
Industrials

Insmed Inc

1.87 45M
Healthcare

Repligen Corp

1.85 44M
Healthcare

Advanced Energy Industries Inc

1.85 44M
Industrials

Cavco Industries Inc

1.75 42M
Consumer Cyclical

Rush Street Interactive Inc Ordinary Shares - Class A

1.75 42M
Consumer Cyclical

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