Columbia Acorn USA Fund Institutional 3 Class

 (MUTF:CUSYX)   Watch this mutual fund  
Find more results for MUTF:CUSYX

Performance

Trailing returns

1 day   +0.30%
   
1 week   +0.00%  
4 week
   
-3.28%  
3 month   +3.41%
   
YTD   +2.63%
   
1 year   +16.94%
   
3 years*   +9.64%
   
5 years*   +12.18%
   
*annualized
Best 3 month return+14.66%  
Worst 3 month return-15.90%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets335.61M 
Front load-  
Deferred load-  
Expense ratio1.03%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash0.00%  
Stocks100.00%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000,000  
AIP Initial$100  
16.94+0.15(0.89%)
Feb 22, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It normally invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of initial investment ("Focus Stocks") and may also invest in companies with market capitalizations above $5 billion, provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks.
Fund filings (PDF) »
Asset managers:
Matthew Litfin (Started: Jan 1, 2016)
Richard Watson (Started: Nov 13, 2017)
Advisor Company:
Columbia Wanger Asset Management LLC
Fund family reports on Morningstar »
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 5.48 -2.10 -3.73 -1.39
Beta* 0.66 1.06 1.09 1.19
Mean annual return 1.81 1.08 1.08 0.92
R-squared* 27.05 62.45 60.57 83.40
Standard deviation 7.21 13.54 13.34 19.56
Sharpe ratio 2.86 0.92 0.94 0.55
* Against standard index

Top 10 holdings

Security Net Assets  
Encompass Health Corp (EHC) 2.03%  
Extended Stay America Inc (STAY) 1.77%  
AMN Healthcare Services Inc (AMN) 1.64%  
Houlihan Lokey Inc (HLI) 1.61%  
Dave & Buster's Entertainment Inc (PLAY) 1.57%  
Monolithic Power Systems Inc (MPWR) 1.52%  
The Brink's Co (BCO) 1.50%  
First Busey Corp Class A (BUSE) 1.45%  
OM Asset Management PLC (OMAM) 1.36%  
Cambrex Corp (CBM) 1.36%