Columbia Acorn Z (ACRNX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Acorn Z (ACRNX) Fund

Last Trade: $ on , Change: (0%)

 

Fund Manager - Fritz A. Kaegi

Fund Manager Information

Fund Manager Tenure: 5.2 years
Fund 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 5.2 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

See Columbia Acorn Z Fund (ACRNX) performance details as of May 30, 2016

 

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%

 

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

More historic net asset information on Columbia Acorn Z Fund (ACRNX)

  

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%

Click here to see more historic asset allocation information on Columbia Acorn Z Fund (ACRNX)

 

Top 10 Holdings in Columbia Acorn Z (ACRNX) Fund

Discover what Columbia Acorn Z Fund (ACRNX) manager is buying

Apr 29, 2016 Align Technology, Inc. [2.89%] Expeditors International of Was [2.27%] ANSYS, Inc. [1.65%] Vail Resorts, Inc. Common Stock [1.54%] HealthSouth Corporation Common [1.52%] Jones Lang LaSalle Incorporated [1.5%] Education Realty Trust, Inc. Co [1.49%] VWR Corporation [1.41%] Vantiv, Inc. Class A Common Sto [1.39%] Quintiles Transnational Holding [1.37%]

Feb 28, 2016 Align Technology, Inc. [2.43%] Expeditors International of Was [2.26%] LKQ Corporation [2.22%] Donaldson Company, Inc. Common [1.88%] ANSYS, Inc. [1.63%] Vail Resorts, Inc. Common Stock [1.63%] Education Realty Trust, Inc. Co [1.6%] The Ultimate Software Group, In [1.55%] Robert Half International Inc. [1.47%] NVR, Inc. Common Stock [1.3%]

Jan 30, 2016 Align Technology, Inc. [2.76%] LKQ Corporation [2.28%] Expeditors International of Was [2.24%] Donaldson Company, Inc. Common [2.05%] ANSYS, Inc. [1.73%] CEPHEID [1.68%] Robert Half International Inc. [1.64%] Vail Resorts, Inc. Common Stock [1.61%] The Ultimate Software Group, In [1.59%] Education Realty Trust, Inc. Co [1.58%]

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)

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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