Columbia Acorn A
227 W Monroe Ste 3000 Chicago IL 60606
Map
Phone: 800-345-6611
| Category: | Mid-Cap Growth | | Fund Family: | Columbia | | Net Assets: | 3.16B | | Year-to-Date Return: | -18.09% | | Yield: | 0.09% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Oct-00 |
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Charles P. McQuaid
Lead Manager since
01-May-95 | | | McQuaid is the chief investment officer of Columbia Wanger Asset Management and the President of the Columbia Acorn Trust Board of Trustees. Prior to joining the firm, he was an analyst and partner with Harris Associates. He also held the position of analyst with the Equitable Life Insurance Company. McQuaid 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 to provide long-term growth of capital. The fund invests primarily in the stocks of small- and medium-sized companies. It generally invests in the stocks of companies with market capitalizations of less than $5 billion at the time of purchase. The fund invests the majority of assets in U.S. companies, but also may invest up to 33% of total assets in foreign companies in developed markets. |
| Last Dividend
(11-Dec-07):
| 0.02 | | Last Cap Gain
(11-Jun-08):
| 0.55 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 117.22% |
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| Expense | LACAX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$884 | $700 | | 5 Yr Expense Projection*: |
$1,111 | $1,078 | | 10 Yr Expense Projection*: |
$1,762 | $2,120 |
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11.08% Nasdaq 0.00%
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