Columbia Acorn USA Fund Class A

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

Performance

Trailing returns

1 day   +0.23%
   
1 week
   
-0.08%  
4 week
   
-3.32%  
3 month   +3.26%
   
YTD   +2.56%
   
1 year   +16.43%
   
3 years*   +9.20%
   
5 years*   +11.74%
   
*annualized
Best 3 month return+28.64%  
Worst 3 month return-35.58%  

Morningstar statistics

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

Key statistics

Total assets335.61M 
Front load5.75%  
Deferred load-  
Expense ratio1.42%  
Management fee-  
Fund familyColumbia 

Asset allocation

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

Purchase information

Initial$2,000  
IRA Initial$1,000  
AIP Initial$100  
12.80+0.03(0.23%)
Feb 21, 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* 5.02 -2.46 -4.10 -1.72
Beta* 0.67 1.05 1.09 1.19
Mean annual return 1.77 1.05 1.04 0.89
R-squared* 27.49 62.32 60.43 83.36
Standard deviation 7.19 13.54 13.34 19.54
Sharpe ratio 2.81 0.89 0.92 0.53
* 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%