Columbia Acorn Fund
COLUMBIA ACORN TRUST · 6 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
Columbia Acorn Fund is an actively managed U.S. equity fund. 46% of LACAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 86% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2026 Q2
Columbia Acorn Fund (the Fund) seeks long-term capital appreciation.
The fund invests primarily in common stock of small- and mid-sized U.S. companies within the Russell 2500 Growth Index range, with up to 33% of assets allocated to foreign companies in developed and emerging markets. The fund may emphasize particular sectors including health care, industrials, and information technology.
| Share class | Gross | Net |
|---|---|---|
| LACAX | 1.10% | 1.08% |
| LIACX | 1.85% | 1.83% |
| ACRNX | 0.85% | 0.83% |
| CRBRX | 0.81% | 0.79% |
| CRBYX | 0.76% | 0.75% |
| ACRSX | 0.85% | 0.83% |
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Portfolio turnover 78.00% · as of 2026 Q2
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 94.55% |
| Cash & short-term | 5.63% |
| Derivatives | 0.00% |
Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Industrials | 27.3% |
| Information Technology | 21.1% |
| Health Care | 20.2% |
| Financials | 7.0% |
| 8 smaller | 24.4% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +31.53% | +43.93% | +6.66% | 18.50% | -20.06% | |
| +30.48% | +40.65% | +2.70% | 18.47% | -20.33% | |
| +31.88% | +44.98% | +8.01% | 18.52% | -20.04% | |
| — | — | — | — | — | |
| +31.89% | +45.14% | +8.26% | 18.57% | -19.98% | |
| +31.90% | +45.27% | +8.39% | 18.52% | -19.95% | |
| +31.88% | — | — | 18.50% | — |
May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| — | COLUMBIA SHORT TERM CASH FUND | 5.54% | — | $153.67M | — |
| SPXC | SPX Technologies IncSPXC | 2.78% | $245.17 | $77.05M | 314.3K |
| VSEC | VSE CorpVSEC | 2.08% | $228.50 | $57.71M | 252.6K |
| GCMG | GCM Grosvenor IncGCMG | 2.00% | $12.30 | $55.34M | 4.5M |
| — | SharkNinja Inc | 1.90% | $152.27 | $52.54M | 345.0K |
| CVCO | Cavco Industries IncCVCO | 1.85% | $614.38 | $51.23M | 83.4K |
| DOCN | DigitalOcean Holdings IncDOCN | 1.80% | $157.03 | $50.04M | 318.7K |
| GH | Guardant Health IncGH | 1.79% | $150.03 | $49.63M | 330.8K |
| RSI | Rush Street Interactive IncRSI | 1.75% | $29.74 | $48.47M | 1.6M |
| VIAV | Viavi Solutions IncVIAV | 1.72% | $47.75 | $47.80M | 1.0M |
Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.
Top 10 positions are 23.21% of net assets, top 25 45.82%, across 94 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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