ACRNX Rating, Research - Columbia Acorn Z

Columbia Acorn Z (acrnx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 40

Threats + Weaknesses = 20

When strengths & opportunities substantially exceed threats & weaknesses an investment in the acrnx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Acorn Z (ACRNX) Description: ACRNX is a mutual fund, which is an investment that owns a basket of assets. The ACRNX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a long management tenure and is in the large fund size classification. ACRNXs minimum initial investment amount is $2500 while the IRA minimum is $1000. ACRNXs expense ratio is roughly 1%. The latest ACRNXs front end load was 0% and the back end load was 0%. The Columbia Acorn Z (ACRNX) mutual fund falls under the mid-cap growth category. ACRNX focuses its investments in USA and ACRNX is not affiliated with a particular industry or fund sector. The Columbia Acorn Z (ACRNX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ACRNXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ACRNXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests a majority of net assets in small- and mid-sized companies with market capitalizations under $5 billion at the time of investment. It invests the majority of assets in U.S. companies, but also may invest up to 33% of total assets in foreign companies in developed markets and in emerging markets.

Management Analysis Update

Columbia Acorn Z's executives / managers make better investing decisions, because their assets are invested along side their client's. The acrnx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update