LACAX Mutual Fund

LACAX Mutual Fund (Columbia Acorn Trust Acorn Fund Class A) is managed by Columbia Threadneedle Investments with $463.8M in net assets. LACAX expense ratio is 1.08%, holding 114 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2000-10-16.

LACAX performance shows a YTD return of 8.64%. The 1-year return is 15.63% and the 5-year return is 0.77%. LACAX dividend yield stands at 1.42%, paid semi-annually.

LACAX top holdings include Columbia Short Term Cash Fund 2222-12-31 (4.4%), SPX Technologies, Inc. (2.8%), Guardant Health Inc (2.6%), Sharkninja Inc (2.2%), Interdigital Inc (2.0%). Go to all LACAX holdings, LACAX sectors, or LACAX dividends.

LACAX can be compared against other funds. Use LACAX overlap to find shared positions, or LACAX vs another fund for a side-by-side view. LACAX alternatives are available via the screener, along with tax-loss harvesting opportunities.