LTFAX Rating, Research - Columbia Acorn Select A

Columbia Acorn Select A (ltfax)

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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 ltfax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Acorn Select A (LTFAX) Description: LTFAX is a mutual fund, which is an investment that owns a basket of assets. The LTFAX 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. LTFAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. LTFAXs expense ratio is roughly 1%. The latest LTFAXs front end load was 6% and the back end load was 0%. The Columbia Acorn Select A (LTFAX) mutual fund falls under the mid-cap growth category. LTFAX focuses its investments in USA and LTFAX is not affiliated with a particular industry or fund sector. The Columbia Acorn Select A (LTFAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LTFAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LTFAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund primarily invests in equity securities (see equity research) of small- and medium-capitalization companies that the fund advisor believes offer favorable opportunies for growth. Small- and medium capitalization companies are companies with market capitalizations at the time of purchase equal to or lower than the company with the largest market capitalization in the Russell Midcap® Index, which was $12.2 billion as of May 30, 2009, and is expected to change frequently. It may also invest in equity securities (see equity research) of foreign issuers through ADRs and similar investments.

Management Analysis Update

Performance Analysis Update