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Morningstar

Columbia Acorn A LACAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 6.74  /  0.60 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 75%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LACAX

Will LACAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LACAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LACAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LACAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new-look team must prove it can right the ship.

Associate Analyst

Summary

| by David Carey

Columbia Acorn’s new management team still has to prove it can successfully implement its strategy here, warranting a Morningstar Analyst Rating of Neutral for all share classes.

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