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Collecting data for LIACX

Columbia quote and profile

 
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29.77
  
FUND
(0.02)  Macroaxis: -0.07 Down   0.07%  
May 23 2013 

Diversification Suggestion

Use Columbia to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Columbia Acorn C Trend or Check current 30 days Columbia correlation with market (S&P 500)
1 Month Beta 1.32  
Highest Price:  
Lowest Price:  
30.22  
28.35  
May 21 2013 
May 01 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 C Large BetaColumbia Acorn C Beta Legend
LIACX United States NASDAQ
Columbia Acorn C
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
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.21 % Macroaxis: 0.21 Moved Up  
 
 thisRed LIACX LIACX agains markets  0.07 % Macroaxis: 0.07 Moved Down  
 
 United States SP 500   0.29 % Macroaxis: 0.29 Moved Down  
 
 United States NYSE   0.44 % Macroaxis: 0.44 Moved Down  
 
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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 Tue, Apr 23, 2013 and Thu, May 23, 2013 is 29.45 with a coefficient of variation of 2.2. The daily time series for the period is distributed with a sample standard deviation of 0.64, arithmetic mean of 29.29, and mean deviation of 0.57. The Fund did not receive any noticable media coverage during the period.
Columbia         SP 500
Price Growth (%)
 

Columbia Summary

Columbia Acorn C [LIACX] is traded in USA and was established in October 15, 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 C is currently producing year-to-date (YTD) return of 6.11%, while the total return for the last 3 years was 24.05%.

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
15
Out Of
100
 
Chance of
Less
Than
%
 
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Columbia Research Report

Columbia vs. T Rowe

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

Columbia Asset Under Management

Columbia Acorn C 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

Equity Positions Weight vs Price to Sales
Year to Date Return vs One Year Return
Equity Positions Weight vs Price to Book
Minimum Initial Investment vs One Year Return

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 A
Columbia vs. Columbia Acorn Z
Columbia vs. Columbia Acorn I
Columbia vs. Columbia Acorn B
Columbia vs. Neuberger Berman Genesis Inv
Columbia vs. Neuberger Berman Genesis Tr

Columbia May 23 2013 Opportunity Range

Downside Deviation1.07
Information Ratio0.0124
Maximum Drawdown2.75
Value At Risk(1.42)
Potential Upside1.22

 
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