ACTWX Rating, Research - Columbia Acorn Select Z

Columbia Acorn Select Z (actwx)

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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 = 35

Threats + Weaknesses = 31

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests in equity securities (see equity research) of mid-capitalization companies, which have a market capitalization, at the time of purchase, within the range of the largest and smallest capitalized issuers included in the Russell Mid Cap Index. It may invest up to 25% of its total assets in foreign securities.

Management Analysis Update

Performance Analysis Update