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Columbia quote and profile

 
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33.78
  
FUND
0.06  Macroaxis: 0.18 Up   0.18%  
May 22 2013 

Diversification Suggestion

Use Columbia to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Columbia Acorn A Trend or Check current 30 days Columbia correlation with market (S&P 500)
1 Month Beta 1.25  
Highest Price:  
Lowest Price:  
33.78  
31.32  
May 21 2013 
April 22 2013 
As market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Columbia will likely underperform.
Columbia Acorn A Large BetaColumbia Acorn A Beta Legend
LACAX United States NASDAQ
Columbia Acorn A
Columbia
Mid-Cap Growth
Benchmark S&P 500
Contact Number: 800. 345. 6611
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset18.62 B
Last Dividend Paid0.06
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.57 % Macroaxis: 0.57 Moved Up  
 
 United States NYSE   0.52 % Macroaxis: 0.52 Moved Up  
 
 United States SP 500   0.35 % Macroaxis: 0.35 Moved Up  
 
 thisGreen LACAX LACAX agains markets  0.18 % Macroaxis: 0.18 Moved Up  
 
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Charles McQuaid  Money Manager
Fund Manager since December 30, 1995
Charles P. McQuaid, CFA ?? Chief Investment Officer, Columbia Wanger Asset Management, Lead Portfolio Manager, Columbia Acorn Fund Investment Focus: Telecommunication Services Columbia Wanger Asset Management, principal...
    

Columbia Price and Market Media

The median price of Columbia for the period between Mon, Apr 22, 2013 and Wed, May 22, 2013 is 32.84 with a coefficient of variation of 2.37. The daily time series for the period is distributed with a sample standard deviation of 0.77, arithmetic mean of 32.65, and mean deviation of 0.68. The Fund did not receive any noticable media coverage during the period.
Columbia         SP 500
Price Growth (%)
 

Columbia Summary

Columbia Acorn A [LACAX] is traded in USA and was established in October 12, 2000. The fund is listed under Mid-Cap Growth category and is part of Columbia family. This fund now has accumulated 18.62 B in assets with minimum initial investment of 2 K. Columbia Acorn A is currently producing year-to-date (YTD) return of 6.23% with the current yeild of 0.19%, while the total return for the last 3 years was 22.59%.

Fund Instrument Allocation for Columbia

The fund consists of 98.85% investments in stocks, with the rest of investments allocated between various types of exotic instruments.
Past Market
Over 30
Days
26
Out Of
100
 
Chance of
Less
Than
24 %
 
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Columbia Research Report

Columbia vs. T Rowe

Correlation analysis and fundamentals comparison between Columbia Acorn A and T Rowe Price MidCap

Columbia Asset Under Management

Columbia Acorn A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 194.22 Billion. Columbia holds roughly 18.62 Billion in net asset claiming about 10% of funds under Mid-Cap Growth category.

Columbia Fundamentals

Year to Date Return vs Last Dividend Paid
Holdings Turnover vs Net Asset
Year to Date Return vs Equity Positions Weight
Ten Year Return vs Net Asset

Columbia vs Competition

Columbia vs. T Rowe Price MidCap Growth
Columbia vs. T Rowe Price MidCap Growth R
Columbia vs. T Rowe Price MidCap Growth Adv
Columbia vs. Columbia Acorn Z
Columbia vs. Columbia Acorn I
Columbia vs. Columbia Acorn C
Columbia vs. Columbia Acorn B
Columbia vs. Neuberger Berman Genesis Inv
Columbia vs. Neuberger Berman Genesis Tr

Columbia May 22 2013 Opportunity Range

Downside Deviation0.9644
Information Ratio0.0615
Maximum Drawdown2.92
Value At Risk(0.54)
Potential Upside1.21

 
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