Morningstar

Columbia Acorn Fund Institutional 3 Class CRBYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.67  /  +1.36 %
  • Total Assets 2.4B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 78%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CRBYX

Will CRBYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRBYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRBYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CRBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Acorn Inst3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CRBYX

More CRBYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.39 108M
Cash and Equivalents

SPX Technologies Inc

2.81 69M
Industrials

Guardant Health Inc

2.63 65M
Healthcare

SharkNinja Inc

2.17 53M
Consumer Cyclical

InterDigital Inc

2.05 50M
Technology

GCM Grosvenor Inc Ordinary Shares - Class A

1.81 45M
Financial Services

VSE Corp

1.79 44M
Industrials

Curtiss-Wright Corp

1.79 44M
Industrials

Rush Street Interactive Inc Ordinary Shares - Class A

1.78 44M
Consumer Cyclical

Cavco Industries Inc

1.67 41M
Consumer Cyclical

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