LACAX Mutual Fund

LACAX Mutual Fund (Columbia Acorn Trust Acorn Fund Class A) is managed by Columbia Threadneedle Investments with $491.2M in net assets. LACAX expense ratio is 1.08%, holding 114 positions across sectors including Industrials, Health Care, 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 0.76%. LACAX dividend yield stands at 1.42%, paid semi-annually.

LACAX top holdings include Celestica Inc. Common Stock (2.2%), Churchill Downs Inc (2.1%), Insmed Inc (2.1%), Grosvenor Capital Management Lp (2.1%), Carlyle Group 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.