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Columbia Acorn Z (ACRNX) Fund Ranking and Research
Ranking, Research and Recommendation of Columbia Acorn Z (ACRNX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Fritz A. Kaegi
Fund Manager Information
Fund Manager Tenure: 4.6 yearsFund Family: Columbia
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56) (What does this score mean?)
Columbia Acorn Z Fund (ACRNX) Profile
Fund Profile and Description
Columbia Acorn Z Fund seeks long-term capital appreciation. Columbia Acorn Z Fund normally invests a majority of net assets in small- and mid-sized companies with market capitalizations under $5 billion at the time of investment. It 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 and in emerging markets.
What we like about Columbia Acorn Z (ACRNX) Fund
Data for Columbia Acorn Z Fund (ACRNX) as of May 30, 2016
- Columbia Acorn Z Fund (ACRNX) management has been with Columbia Acorn Z Fund for 4.6 years
- Columbia Acorn Z Fund (ACRNX) ratio of up-years vs down years is greater than 2
- Columbia Acorn Z Fund (ACRNX) has an annual stock turnover rate of 21.00% vs Mid-Cap Growth average of 52.51%. It is good that Columbia Acorn Z management does not trade extensively for its return.
- Columbia Acorn Z Fund (ACRNX) has a lower expense ratio than its Mid-Cap Growth average: 0.80% vs 1.27%
- Columbia Acorn Z Fund (ACRNX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Columbia Acorn Z (ACRNX) Fund
Data for Columbia Acorn Z Fund (ACRNX) as of May 30, 2016
- Columbia Acorn Z Fund (ACRNX) has a less-than-ideal short-term performance (1-year return -6.34% vs -5.73% Mid-Cap Growth category median performance)
- Columbia Acorn Z Fund (ACRNX) has a less-than-ideal mid-term performance (3-year return 5.34% vs 8.38% Mid-Cap Growth category median performance)
- Columbia Acorn Z Fund (ACRNX) has a less-than-ideal Long-term performance (5-year return 6.43% vs 7.70% Mid-Cap Growth category median performance)
- Columbia Acorn Z Fund (ACRNX) has a Morningstar rating of 3 and below
- Columbia Acorn Z Fund (ACRNX) does not have a good risk adjusted return as its 3-year Alpha of -5.37 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.44
- Columbia Acorn Z Fund (ACRNX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.73 that is higher than category average of 13.49
What do you think?
Compare with other top Mid-Cap Growth category mutual funds
Aadditional top Mid-Cap Growth mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Columbia Acorn Z | 1.29 | -6.34 | 5.34 | 6.43 | |
Akre Focus Instl (AKRIX) | 3.59 | 1.80 | 11.15 | 15.02 | Compare |
Baron Asset Instl (BARIX) | 1.54 | -1.98 | 10.28 | 10.08 | Compare |
Bright Rock Mid Cap Growth Instl (BQMGX) | 8.53 | 4.53 | 9.87 | 5.79 | Compare |
See top fund managers for Mid-Cap Growth Category Funds
Compare with Mid-Cap Growth category ETFs
Some Mid-Cap Growth ETFs for your consideration
ETF | Year to Date | One Year | Three Year | Guggenheim S&P MidCap 400 Pure Gr ETF (RFG) | 0 | 0 | 0 | PowerShares Russell Midcap Pure Gr ETF (PXMG) | -0.83% | -6.85% | 5.24% | RevenueShares NavellierOverall A-100 ETF (RWV) | 1.16% | -5.74% | 7.25% | iShares Morningstar Mid-Cap Growth (JKH) | 1.51% | -5.25% | 9.06% | Vanguard Mid-Cap Growth ETF (VOT) | 3.05% | -4.02% | 9.94% |
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Columbia Acorn Z (ACRNX) Fund Net Asset
Track net asset change of Columbia Acorn Z fund (ACRNX)
Date | Net Asset |
05/2016 | $6.13B |
03/2016 | $6.37B |
02/2016 | $6.15B |
Columbia Acorn Z (ACRNX) Fund Portfolio Allocation
Track portfolio allocation change of Columbia Acorn Z fund (ACRNX)
Date | Cash | Stock | Bond | Other |
04/2016 | 0% | 99.03% | 0% | 0.97% |
02/2016 | 0% | 99.92% | 0% | 0.08% |
01/2016 | 0% | 99.92% | 0% | 0.08% |
Top 10 Holdings in Columbia Acorn Z (ACRNX) Fund
Discover what Columbia Acorn Z Fund (ACRNX) manager is buying
Click here for Stock Holding Change Map in Columbia Acorn Z Fund (ACRNX)
Latest News on Columbia Acorn Z (ACRNX) Fund
See what is happening with Columbia Acorn Z Fund (ACRNX)
See more information on Columbia Acorn Z (ACRNX) Fund
Popular pages on Columbia Acorn Z (ACRNX) Fund
- Columbia Acorn Z (ACRNX) Fund Research and Recommendation
- Columbia Acorn Z (ACRNX) Fund Performance Data
- Columbia Acorn Z (ACRNX) Fund Manager Information
- Historic Columbia Acorn Z (ACRNX) Fund Asset Allocation Report
- Historic Columbia Acorn Z (ACRNX) Fund Top 10 Holding Tracking
- Historic Columbia Acorn Z (ACRNX) Fund Asset Under Management Tracking