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Columbia Acorn USA Adv (CUSAX)

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11.42-0.07 (-0.61%)
At close: 08:00PM EDT

Columbia Acorn USA Adv

Chicago, IL 60606

227 W Monroe Ste 3000

Columbia Acorn Trust

3126349200
Management Information
John L. Emerson,Lead Manager since April 14, 2021
Mr. Emerson has been associated with the Columbia WAM or its predecessors as an investment professional since 2003 and has been a Vice President of the Trust since March 2020. Prior to joining the Investment Manager, Mr. Emerson was an analyst at an equity research Columbia WAM. Mr. Emerson began his investment career in 2002 and earned a B.S. from the University of Missouri 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

CategorySmall Growth
Fund FamilyColumbia Threadneedle
Net Assets170.93M
YTD Return9.46%
Yield0.00%
Morningstar Rating★★
Inception DateOct 15, 2000

Fund Operations

Last Dividend0.12
Last Cap Gain-22.00
Holdings Turnover105.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCUSAXCategory Average
Annual Report Expense Ratio (net)1.08%1.21%
Prospectus Net Expense Ratio1.08%N/A
Prospectus Gross Expense Ratio1.22%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A