Columbia Acorn Fund Q4 2024 Commentary
Source: SeekingAlpha
2025-03-26 11:10:00 ET
Summary
- Columbia Acorn Fund underperformed the Russell 2500 Growth Index in Q4 but outperformed for the full year, driven by stock selection over sector allocation.
- Top contributors included Credo Technology Group, Natera, and Blue Owl, while detractors were TopBuild, Maravai, and Exact Sciences.
- The fund focuses on innovative small- and mid-cap companies trading at discounts, termed "classification misfits," with exposure to themes like AI, aerospace, and life sciences.
- Positioned with a below-benchmark risk profile, the fund aims for higher growth and lower leverage, seeking to outperform on a rolling three-year basis.
Average annual total returns (%) for period ending December 31, 2024
Columbia Acorn Fund | 3-mo. | 1-year | 3-year | 5-year | 10-year |
Institutional Class | 1.79 | 14.46 | -2.61 | 5.45 | 7.86 |
Class A w ithout sales charge | 1.66 | 14.15 | -2.88 | 5.18 | 7.59 |
Class A w ith 5.75% maximum sales charge | -4.15 | 7.55 | -4.78 | 3.95 | 6.95 |
Russell 2500 Grow th Index | 2.43 | 13.90 | -0.02 | 8.08 | 9.45 |
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Columbia Acorn Fund Q4 2024 Commentary
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