Find A Portfolio/Ticker
Comparison Box
LACAX: COLUMBIA ACORN FUND COLUMBIA ACORN FUND CLASS A (MUTUAL FUND)
Basic Info 8.4 0.09(1.08%) July 25
See more info about LACAX| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 11/16/2000 |
| Last Dividend Date: | 06/08/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.83% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/24/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/16/2000 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 1.6 | -1.8 | 6.9 | 8.4 | -4.9 | 1.6 | 5.4 | 4.8 | 5.9 |
| Sharpe Ratio ? | NA | -0.32 | 0.04 | 0.31 | -0.25 | 0.0 | NA | NA | 0.2 |
| Draw Down(%) ? | NA | 27.5 | 30.1 | 30.1 | 57.9 | 57.9 | NA | NA | 57.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) 0.23% (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) 0.49% (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) 0.26% (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.91% (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) 1.64% (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) 0.54% (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) 0.0% (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) 0.99% (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) 0.97% (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) 0.85% (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 0.73% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 1.33% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 1.09% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 1.35% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 1.72% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 0.85% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 1.51% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 1.22% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 0.58% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) 0.24% (99%)
- ASG (Liberty All Star Growth Closed Fund) 1.85% (99%)
- SOR (Source Capital Closed Fund) 0.16% (99%)