Columbia Mutual Fund Quote

ACRNX
 Fund
  

USD 8.66  0.23  2.59%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Columbia Acorn is trading at 8.66 as of the 5th of October 2022; that is -2.59 percent down since the beginning of the trading day. The fund's open price was 8.89. Columbia Acorn has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Columbia Acorn are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of September 2022 and ending today, the 5th of October 2022. Click here to learn more.
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 funds benchmark, at the time of purchase. More on Columbia Acorn

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Columbia Acorn Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Columbia Acorn's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Acorn or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Columbia Acorn generated a negative expected return over the last 90 days
Columbia Acorn is unlikely to experience financial distress in the next 2 years
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The fund holds 97.76% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Columbia Acorn's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate15th of April 2021
Columbia Acorn [ACRNX] is traded in USA and was established 5th of October 2022. The fund is listed under Mid-Cap Growth category and is part of Columbia Threadneedle family. Columbia Acorn presently has accumulated 2.93 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 10.94%.
Check Columbia Acorn Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Acorn Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Columbia Acorn Constituents

Columbia Acorn Target Price Odds Analysis

Based on a normal probability distribution, the odds of Columbia Acorn jumping above the current price in 90 days from now is about 92.86%. The Columbia Acorn probability density function shows the probability of Columbia Acorn mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Columbia Acorn has a beta of 0.1948. This suggests as returns on the market go up, Columbia Acorn average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Acorn will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0746, implying that it can generate a 0.0746 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 8.66HorizonTargetOdds Above 8.66
7.07%90 days
 8.66 
92.86%
Based on a normal probability distribution, the odds of Columbia Acorn to move above the current price in 90 days from now is about 92.86 (This Columbia Acorn probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .

Columbia Acorn Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Acorn market risk premium is the additional return an investor will receive from holding Columbia Acorn long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Columbia Acorn. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Columbia Acorn's alpha and beta are two of the key measurements used to evaluate Columbia Acorn's performance over the market, the standard measures of volatility play an important role as well.

Columbia Acorn Against Markets

Picking the right benchmark for Columbia Acorn mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Columbia Acorn mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Columbia Acorn is critical whether you are bullish or bearish towards Columbia Acorn at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Columbia Acorn without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Columbia Acorn?

The danger of trading Columbia Acorn is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Columbia Acorn is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Columbia Acorn. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Acorn is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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Please note, there is a significant difference between Columbia Acorn's value and its price as these two are different measures arrived at by different means. Investors typically determine Columbia Acorn value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Acorn's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.