ACRSX – Columbia Acorn S Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the index) at the time of purchase. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ACRSX	Columbia Acorn Fund Class S	No Load	Open			Oct 2, 2024	$286.51M	0.830%	Below Average	$0	−$52.54M
ACRNX	Columbia Acorn Fund Institutional Class	Institutional	Open			Jun 10, 1970	$1.58B	0.830%	Average	$2,000	−$221.38M
CRBYX	Columbia Acorn Fund Institutional 3 Class	Institutional	Open			Nov 8, 2012	$19.55M	0.750%	Below Average	$1M	−$7.14M
CRBRX	Columbia Acorn Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$27.82M	0.790%	Below Average	$0	−$5.19M
LACAX	Columbia Acorn Fund Class A	Front Load	Open			Oct 16, 2000	$453.75M	1.080%	Below Average	$2,000	−$79.60M
LIACX	Columbia Acorn Fund Class C	Level Load	Open			Oct 16, 2000	$3.95M	1.830%	Average	$2,000	−$2.10M

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