Columbia Acorn Fund
COLUMBIA ACORN TRUST
Expense ratio
Net assets1
$2.25B
Holdings1
96
Category
US Equity
Return

Investment objective & strategy

As of April 25, 2025 · prospectus

Objective. Columbia Acorn Fund (the Fund) seeks long-term capital appreciation.

Strategy. Under normal circumstances, the Fund 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 Index) at the time of purchase (between $ 5.2 million and $ 31.9 billion as of March 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Brazil). The … Under normal circumstances, the Fund 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 Index) at the time of purchase (between $ 5.2 million and $ 31.9 billion as of March 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Brazil). The Fund may at times emphasize one or more sectors in selecting its investments, including the consumer discretionary, health care, industrials, and information technology sectors.

Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
SPX TECHNOLOGIES INC $55.93M 2.49%
INSMED INC $55.01M 2.45%
CELESTICA INC SUB VTG $48.53M 2.16%
CHURCHILL DOWNS INC $48.42M 2.16%
CARLYLE GROUP INC (THE) $46.01M 2.05%
CURTISS WRIGHT CORPORATION $44.83M 2.00%
VIAVI SOLUTIONS INC $44.36M 1.98%
STERLING INFRASTRUCTURE INC $43.93M 1.96%
GCM GROSVENOR INC - CLASS A $43.40M 1.93%
INTERDIGITAL INC $42.58M 1.90%
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Allocation by sector

As of March 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2025 → Mar 31, 2026
Opened
13
Exited
31
Increased
43
Decreased
20
Unchanged
20

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

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Advisers

As of December 31, 2025 · N-CEN
FirmRole
Columbia Management Investment Advisers, LLC Adviser

Footnotes

  1. Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.

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