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Columbia Acorn Inst2 (CRBRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.52+0.17 (+1.38%)
As of 08:05AM EDT. Market open.

Columbia Acorn Inst2

Chicago, IL 60606

227 W Monroe Ste 3000

Columbia Acorn Trust

3126349200
Management Information
Erika K Maschmeyer,Lead Manager since April 30, 2019
Ms. Maschmeyer has been associated with the Investment Manager as an investment professional since 2016. Ms. Maschmeyer heads the Investment Manager's U.S. equity research efforts and has been a Vice President of the Trust since March 2020. Prior to joining Columbia WAM, Ms. Maschmeyer was a research analyst at Oak Ridge Investments where she was responsible for U.S. consumer discretionary/staples investments. Ms. Maschmeyer began her investment career in 2001 and earned a B.A. from Denison University and an M.B.A from the University of Chicago.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyColumbia Threadneedle
Net Assets2.94B
YTD Return9.70%
Yield0.00%
Morningstar Rating★
Inception DateOct 15, 2000

Fund Operations

Last Dividend0.14
Last Cap Gain-2.00
Holdings Turnover64.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCRBRXCategory Average
Annual Report Expense Ratio (net)1.08%1.09%
Prospectus Net Expense Ratio1.08%N/A
Prospectus Gross Expense Ratio1.08%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A