Nasdaq - Delayed Quote USD

Columbia Acorn Select Fund Class A (LTFAX)

10.94 +0.03 (+0.27%)
At close: July 10 at 8:01 PM EDT
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DELL
  • Previous Close 10.91
  • YTD Return 0.38%
  • Expense Ratio 1.17%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 254.42M
  • Beta (5Y Monthly) 1.23
  • Yield 0.17%
  • 5y Average Return --
  • Holdings Turnover 140.00%
  • Last Dividend 0.02
  • Inception Date Oct 16, 2000

The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $20 billion at the time of initial investment and (ii) may also invest in companies with market capitalizations above $20 billion, provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks. It invests the majority of its assets in U.S. companies, but also may invest up to 10% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom).

Columbia

Fund Family

Mid-Cap Growth

Fund Category

254.42M

Net Assets

2000-10-16

Inception Date

Performance Overview: LTFAX

Trailing returns as of 6/30/2020. Category is Mid-Cap Growth.

YTD Return

LTFAX
0.38%
Category
10.80%
 

1-Year Return

LTFAX
10.94%
Category
48.17%
 

3-Year Return

LTFAX
8.44%
Category
21.26%
 

5-Year Return

LTFAX
8.27%
Category
20.18%
 

Holdings: LTFAX

Top 10 Holdings (40.72% of Total Assets)

SymbolCompany% Assets
GDDY
GoDaddy Inc. 4.48%
SIVB
SIVB 4.32%
MASI
Masimo Corporation 4.29%
EHC
Encompass Health Corporation 4.13%
FIVE
Five Below, Inc. 4.08%
CHE
Chemed Corporation 4.04%
ARES
Ares Management Corporation 4.03%
AYX
AYX 3.87%
MIME
MIME 3.80%
ZNGA
ZNGA 3.68%

Sector Weightings

SectorLTFAX
Technology   28.94%
Healthcare   28.88%
Industrials   13.98%
Real Estate   3.20%
Utilities   0.00%
Energy   0.00%

Recent News: LTFAX

Research Reports: LTFAX

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