Columbia Acorn A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Columbia Acorn Fund Class A LACAX
- NAV / 1-Day Return 10.27 / +0.69 %
- Total Assets 2.7B
-
Adj. Expense Ratio
1.080%
- Expense Ratio 1.070%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 78%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LACAX
Will LACAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LACAX 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 LACAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 2.96 | 74M | Industrials |
Viavi Solutions Inc | 2.54 | 64M | Technology |
SPX Technologies Inc | 2.44 | 61M | Industrials |
Celestica Inc Ordinary Shares (Subordinate Voting) | 2.40 | 60M | Technology |
Churchill Downs Inc | 2.16 | 54M | Consumer Cyclical |
Coherent Corp | 2.00 | 50M | Technology |
MasTec Inc | 1.95 | 49M | Industrials |
GCM Grosvenor Inc Ordinary Shares - Class A | 1.92 | 48M | Financial Services |
Modine Manufacturing Co | 1.92 | 48M | Consumer Cyclical |
Sterling Infrastructure Inc | 1.92 | 48M | Industrials |
United States