Columbia Acorn USA Z
227 W Monroe Ste 3000 Chicago IL 60606
Map
Phone: 800-345-6611
| Category: | Small Growth | | Fund Family: | Columbia | | Net Assets: | 813.80M | | Year-to-Date Return: | -32.92% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-96 |
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Robert A. Mohn
Lead Manager since
04-Sep-96 | | | Mohn is the director of domestic research and a portfolio manager with Columbia Wanger Asset Management, Inc. He has been a member of the domestic analytical team at Columbia WAM and its predecessor since 1992 and has been a portfolio manager since 1996. Mohn holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in U.S. companies. It may invest primarily in stocks of small- and medium-sized U.S. companies. The fund generally invests in the stocks of U.S. companies with capitalizations of less than $5 billion. It can invest in foreign securities and options or futures. |
| Last Dividend
(9-Dec-05):
| 0.05 | | Last Cap Gain
(11-Jun-08):
| 0.96 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 115.78% |
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| Expense | AUSAX | Category
Avg | | Total Expense Ratio: | 0.98%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$312 | $680 | | 5 Yr Expense Projection*: |
$542 | $1,078 | | 10 Yr Expense Projection*: |
$1,201 | $2,142 |
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2.15% Nasdaq 
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