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Columbia Acorn C (LIACX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Acorn C (LIACX) Fund

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

 

Graph of Columbia Acorn C Fund (LIACX) ManagerFund Manager - Fritz A. Kaegi

Fund Manager Information

Fund Manager Tenure: 4.0 years
Fund Family: Columbia
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of Columbia Acorn C Fund (LIACX) ProfileColumbia Acorn C Fund (LIACX) Profile

Fund Profile and Description

Columbia Acorn C Fund seeks long-term capital appreciation. Columbia Acorn C 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.

 

Columbia Acorn C (LIACX) Fund Strength What we like about Columbia Acorn C (LIACX) Fund

Data for Columbia Acorn C Fund (LIACX) as of May 30, 2016

  • Columbia Acorn C Fund (LIACX) management has been with Columbia Acorn C Fund for 4.0 years
  • Columbia Acorn C Fund (LIACX) ratio of up-years vs down years is greater than 2
  • Columbia Acorn C Fund (LIACX) has an annual stock turnover rate of 21.00% vs Mid-Cap Growth average of 50.96%. It is good that Columbia Acorn C management does not trade extensively for its return.

Columbia Acorn C Fund (LIACX) Weakness What we are cautious about Columbia Acorn C (LIACX) Fund

Data for Columbia Acorn C Fund (LIACX) as of May 30, 2016

  • Columbia Acorn C Fund (LIACX) has a less-than-ideal short-term performance (1-year return -7.33% vs -5.73% Mid-Cap Growth category median performance)
  • Columbia Acorn C Fund (LIACX) has a less-than-ideal mid-term performance (3-year return 4.28% vs 8.38% Mid-Cap Growth category median performance)
  • Columbia Acorn C Fund (LIACX) has a less-than-ideal Long-term performance (5-year return 5.35% vs 7.70% Mid-Cap Growth category median performance)
  • Columbia Acorn C Fund (LIACX) has a Morningstar rating of 3 and below
  • Columbia Acorn C Fund (LIACX) does not have a good risk adjusted return as its 3-year Alpha of -6.39 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.37
  • Columbia Acorn C Fund (LIACX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.72 that is higher than category average of 13.49
  • Columbia Acorn C Fund (LIACX) has a higher expense ratio of 1.80% than its Mid-Cap Growth average of 1.28%
  • Columbia Acorn C Fund (LIACX) carries a 1% load
See Columbia Acorn C Fund (LIACX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Acorn C Fund (LIACX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Acorn C0.84-7.334.285.35
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Columbia Acorn C Fund (LIACX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
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%

 

Graph of Columbia Acorn C Fund (LIACX) Net Asset TrackingColumbia Acorn C (LIACX) Fund Net Asset

Track net asset change of Columbia Acorn C fund (LIACX)

DateNet Asset
05/2016$6.13B
03/2016$6.37B
02/2016$6.15B
More historic net asset information on Columbia Acorn C Fund (LIACX)

  

Graph of Columbia Acorn C Fund (LIACX) Portfolio TrackingColumbia Acorn C (LIACX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Acorn C fund (LIACX)

DateCashStockBondOther
04/20160%99.03%0%0.97%
02/20160%99.92%0%0.08%
01/20160%99.92%0%0.08%
Click here to see more historic asset allocation information on Columbia Acorn C Fund (LIACX)

 

graph of Columbia Acorn C Fund (LIACX) Top 10 Position TrackingTop 10 Holdings in Columbia Acorn C (LIACX) Fund

Discover what Columbia Acorn C Fund (LIACX) 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 C Fund (LIACX)

  

Latest News on Columbia Acorn C (LIACX) Fund

See what is happening with Columbia Acorn C Fund (LIACX)

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Columbia Acorn C Fund (LIACX) Related ResourcesSee more information on Columbia Acorn C (LIACX) Fund

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