Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Wanger Acorn  WUSAX
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative ---
Management 0.74%
12b-1 ---
Actual Fees
12b-1 0.00%
Management 0.74%
Expense Ratio 0.95%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.99%
Waiver Data
Type Date %
ExpenseRatio Contractual 2025-04-30 0.04
  Management
Inception Date: 1995-05-03
Mngr Name Erika K Maschmeyer
Mngr Start Date 2021-04-15
Biography
Ms. Maschmeyer has been associated with the Investment Manager as an investment professional since 2016. Ms. Maschmeyer heads the Investment Manager's U.S. equity research efforts and has been a Vice President of the Trust since March 2020. Prior to joining Columbia WAM, Ms. Maschmeyer was a research analyst at Oak Ridge Investments where she was responsible for U.S. consumer discretionary/staples investments. Ms. Maschmeyer began her investment career in 2001 and earned a B.A. from Denison University and an M.B.A from the University of Chicago.
Investment Advisor(s)
Columbia Wanger Asset Management LLC
Web Site
www.columbiafunds.com
Issuer
Wanger
Subadvisor(s)
---
Show Data Definitions

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