WUSAX Mutual Fund

WUSAX Mutual Fund (Columbia Variable Portfolio - Acorn Fund) is managed by Columbia Threadneedle Investments with $492.2M in net assets. WUSAX expense ratio is 0.86%, holding 96 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 1995-05-03.

WUSAX performance shows a YTD return of 8.54%. The 1-year return is 15.59% and the 5-year return is 0.81%. WUSAX dividend yield stands at 1.98%, paid semi-annually.

WUSAX top holdings include Spx Corp (2.5%), Insmed Inc (2.5%), Celestica Inc. Common Stock (2.1%), Churchill Downs Inc (2.1%), Carlyle Group Inc. (2.0%). Go to all WUSAX holdings, WUSAX sectors, or WUSAX dividends.

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