Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Wanger Acorn
Release date as of 2024-11-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2024-11-30
Out of 477
Mid-Cap Growth Funds
Morningstar®
Style Box™
What is this?
As of 2024-10-31
Total Fund Assets ($ Mil)
562.74
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, at the time of purchase.
  Morningstar Category: Mid-Cap Growth
Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Mid-cap growth portfolios target U.S. firms that are projected to grow faster than other mid-cap stocks, therefore commanding relatively higher prices. Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). 
  Investment Risks
Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 96.0
Bullet Non-U.S. Stocks Non-U.S. Stocks 2.9
Bullet Bonds Bonds 0.0
Bullet Cash Cash 1.1
Bullet Other Other 0.1
Asset Allocation Rescaled Graph
Data through 2024-10-31
Morningstar Equity Sectors
% of Stocks
Cyclical 27.22
Basic Materials 1.30
Consumer Cyclical 16.57
Financial Services 7.57
Real Estate 1.78
Sensitive 47.78
Communication Services 0.52
Energy 1.94
Industrials 21.31
Technology 24.01
Defensive 25.01
Consumer Defensive 2.36
Healthcare 22.65
Utilities 0.00
Data through 2024-10-31
Holding Status
Total Number of Stock Holdings 99
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 21.76
Turnover % (as of 2023-12-31) 65.00
30 Day SEC Yield % ---
Top Holdings
Sector P/E % of Net
Assets
Churchill Downs Inc 25.70 2.75
Five Below Inc 18.28 2.44
FTAI Aviation Ltd --- 2.40
Bio-Techne Corp 79.33 2.26
Curtiss-Wright Corp 35.31 2.08
GCM Grosvenor Inc Ordinary Shares - Class A --- 2.08
Parsons Corp 137.01 2.05
SPX Technologies Inc 46.93 1.93
Champion Homes Inc 40.21 1.90
Blue Owl Capital Inc Ordinary Shares - Class A 131.83 1.87
Data through 2024-10-31
  Principal Risks   
Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Issuer, Market/Market Volatility, Industry and Sector Investing, Restricted/Illiquid Securities, Small Cap, Mid-Cap
Show Risk Definitions
  Other Information
Inception Date: 1995-05-03
Portfolio Manager(s)
Erika K Maschmeyer   (2021-04-15)
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
Issuer
Wanger
Subadvisor(s)
---
Show Data Definitions

© Copyright 2024 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.