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Morningstar

Columbia Acorn A LACAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 6.72  /  0.88 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 64%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis LACAX

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

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.

Trying to make the most of what’s left.

Associate Analyst David Carey

David Carey

Associate Analyst

Summary

Columbia Acorn’s new leadership and unproven approach warrant a Morningstar Analyst Rating of Neutral across all share classes.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LACAX

More LACAX Holdings
  • Current Portfolio Date
  • Equity Holdings 91
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

3.40
95,388,739
Cash and Equivalents

Bio-Techne Corp

2.54
71,119,306
Healthcare

Repligen Corp

2.50
70,214,076
Healthcare

Colliers International Group Inc Shs Subord Voting

2.49
69,714,979
Real Estate

Sprout Social Inc Class A

2.21
62,040,225
Technology

WillScot Mobile Mini Holdings Corp

2.19
61,561,667
Industrials

Churchill Downs Inc

2.16
60,679,744
Consumer Cyclical

Ryan Specialty Holdings Inc Class A

2.16
60,602,002
Financial Services

West Pharmaceutical Services Inc

2.14
59,921,722
Healthcare

Natera Inc

2.12
59,456,255
Healthcare