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Overall Morningstar
Rating™
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| What is this?
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 |
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As of 2013-04-30 |
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Out of
Mid-Cap Growth Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Medium |
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Growth |
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As of
2013-03-31 |
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| Day Change |
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$ -0.49 |
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| NAV
(2013-05-22)
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|
$ 34.58 |
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| YTD Return %
(2013-05-22)
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| 13.56%
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| Total Assets ($ mil) |
| 19,060 |
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| Growth of $10,000 |
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Fund: |
Columbia Acorn Z |
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(from
2003-01-01
to 2013-04-30)
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Category: |
Mid-Cap Growth |
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Index: |
S&P 500 TR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-22 |
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Inception date: 1970-06-09 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-22 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-345-6611 or visit www.columbiamanagement.com. |
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| Asset Allocation |
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 |
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| % of Net Assets |
 |
Cash |
0.0 |
 |
Stocks |
99.7 |
|
Bonds |
0.0 |
 |
Other |
0.3 |
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|
|
Foreign Stocks |
10.1 |
|
(as a % of Assets) |
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|
 |
| Holding Status |
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| Total Number of Stock Holdings |
353 |
|
Turnover % |
16 |
| Total Number of Bond Holdings
|
0 |
|
30 Day SEC Yield %
|
1.30 |
| % of Assets in Top 10 Holdings |
15.29 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-05-22 |
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Fund Inception: 1970-06-09 |
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Portfolio Manager (Start Date) |
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Charles P. McQuaid
(1995-12-31)
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Charles P. McQuaid, CFA — Chief Investment Officer, Columbia Wanger Asset Management, Lead Portfolio Manager, Columbia Acorn Fund (September 2003)
Investment Focus: Telecommunication Services
Columbia Wanger Asset Management, principal, 1992; co-portfolio manager, Columbia Acorn Fund, 1995
Harris Associates, analyst, 1978-1992; principal, 1983-1992
Equitable Life Insurance, Analyst, 1976-1978
Chartered Financial Analyst, 1980
MBA University of Chicago, 1976
BBA University of Massachusetts, 1974 |
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Robert A. Mohn
(2003-12-31)
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Director of Domestic Research (May 2004); Portfolio Manager, Columbia Acorn USA (September 1996) and Wanger U.S. Smaller Companies (May 1995); Co-Portfolio Manager, Columbia Acorn Fund (May 2003) and Wanger U.S. Smaller Companies (Offshore - June 1997)
Investment Focus: Financial Services
Columbia Wanger Asset Management, analyst, 1992; principal, 1995
Ariel Capital Management, analyst, 1991
CBOE, independent trader, 1986-1990
American Stock Exchange, independent trader, 1985-1986
Goldman Sachs, financial analyst, 1983-1984
Chartered Financial Analyst, 1996
MBA University of Chicago, 1992
BS Stanford University, 1983 |
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Sales Charge %
(taken from prospectus dated 2013-05-01)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
0.78 |
based on net assets
(taken from annual report dated 2012-12-31)
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| Correspondence Information |
Columbia Acorn Trust
227 W Monroe Ste 3000
Chicago,
IL
60606
USA |
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