Nasdaq - Delayed Quote USD

Columbia Acorn USA Inst3 (CUSYX)

11.80 +0.03 (+0.25%)
As of April 21 at 8:00 PM EDT. Market Open.
Loading Chart for CUSYX
DELL
  • Previous Close 11.77
  • YTD Return 9.56%
  • Expense Ratio 1.08%
  • Category Small Growth
  • Last Cap Gain -22.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 170.93M
  • Beta (5Y Monthly) 1.09
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 105.00%
  • Last Dividend 0.12
  • Inception Date Oct 16, 2000

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It normally 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.

Columbia Threadneedle

Fund Family

Small Growth

Fund Category

170.93M

Net Assets

2000-10-16

Inception Date

Performance Overview: CUSYX

View More

Trailing returns as of 4/21/2023. Category is Small Growth.

YTD Return

CUSYX
9.56%
Category
12.40%
 

1-Year Return

CUSYX
4.90%
Category
55.69%
 

3-Year Return

CUSYX
8.87%
Category
19.34%
 

5-Year Return

CUSYX
3.62%
Category
20.72%
 

Holdings: CUSYX

View More

Top 9 Holdings (22.14% of Total Assets)

SymbolCompany% Assets
WST
WST 3.03%
WING
WING 2.87%
SITE
SITE 2.59%
CHDN
CHDN 2.49%
MPWR
MPWR 2.25%
SKY
SKY 2.25%
NTRA
NTRA 2.23%
PAYC
PAYC 2.22%
CIGI.TO
CIGI.TO 2.21%

Sector Weightings

SectorCUSYX
Technology   22.20%
Healthcare   17.90%
Industrials   15.71%
Real Estate   4.13%
Energy   3.17%
Utilities   0.00%

Recent News: CUSYX

View More

Research Reports: CUSYX

View More

Top Mutual Funds