Fritz Kaegi - Columbia Acorn Fund Manager since May 1, 2015

  Money Manager
Portfolio Manager and Analyst of the Adviser associated with the Adviser or its predecessors as an investment professional since 2004. Mr. Kaegi began his investment career in 1998 and earned a B.A. from Haverford College and an M.B.A. from the Stanford Graduate School of Business.
  Money Manager Since 2015  MBA    
800-345-6611  

Columbia Acorn Management Performance (%)

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. Columbia Acorn is traded on NASDAQ Exchange in the United States. The fund is listed under Mid-Cap Growth category and is part of Columbia Threadneedle family.

Columbia Acorn TR Management Team

Elected by the shareholders, the Columbia Acorn's board of directors comprises two types of representatives: Columbia Acorn inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Columbia. The board's role is to monitor Columbia Acorn's management team and ensure that shareholders' interests are well served. Columbia Acorn's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Columbia Acorn's outside directors are responsible for providing unbiased perspectives on the board's policies.
P Egan, Fund Manager
Fritz Kaegi, Fund Manager since May 1, 2015
Matthew Litfin, Fund Manager

Columbia Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Columbia Acorn a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Columbia Acorn in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Columbia Acorn's short interest history, or implied volatility extrapolated from Columbia Acorn options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Columbia Acorn TR using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out Correlation Analysis. Note that the Columbia Acorn TR information on this page should be used as a complementary analysis to other Columbia Acorn's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Other Tools for Columbia Mutual Fund

When running Columbia Acorn TR price analysis, check to measure Columbia Acorn's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Columbia Acorn is operating at the current time. Most of Columbia Acorn's value examination focuses on studying past and present price action to predict the probability of Columbia Acorn's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Columbia Acorn's price. Additionally, you may evaluate how the addition of Columbia Acorn to your portfolios can decrease your overall portfolio volatility.
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Transaction History
View history of all your transactions and understand their impact on performance
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
CEO Directory
Screen CEOs from public companies around the world
Go