LACAX

Active

Columbia Acorn Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.07%
Annual Cost per $10K
$107.00
30-Year Fee Drag per $10K
$19,815
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+2.20%

Asset Allocation

US Equity
86%
Intl Equity
9%
Cash
5%

Fee Comparison

LACAX
1.07%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

1% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+34.70%3Y
Compare to

Fee Impact Calculator

$
%
LACAX at 1.07%$281,539
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$99,073
Cost vs index fund−$95,885

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
LACAXColumbia Acorn Fund1.07%
AFMFXAmerican Mutual Fund0.57%
AICCXInvestment Co of America0.32%
AMCFXAMCAP Fund0.43%
MEIAXMFS Value Fund0.79%
CDIRXColumbia Dividend Income Fund1.15%
PEIYXPutnam Large Cap Value Fund0.63%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
FOCKXFidelity OTC Portfolio1.05%
FMAEXFidelity Magellan Fund0.62%
PRDGXT. Rowe Price Dividend Growth Fund, Inc.0.64%
FKDNXFranklin Dynatech Fund0.82%
PMBJXMidCap Fund0.80%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
FRDAXFranklin Rising Dividends Fund0.58%
JVMAXDisciplined Value Mid Cap Fund0.74%
CGPAXAmerican Funds Growth Portfolio0.99%
MCPRXMFS Mid Cap Growth Fund1.02%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
OAKMXOakmark Fund0.91%
FFOJXSelect Technology Portfolio0.91%
DDFIXInvesco Diversified Dividend Fund1.07%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
FKGRXFranklin Growth Fund0.79%
VAFAXInvesco American Franchise Fund0.93%
FZANXFidelity Advisor New Insights Fund0.53%
TRZQXT. Rowe Price Equity Income Fund0.53%
FCPVXFidelity Small Cap Value Fund1.20%
MVCAXMFS Mid Cap Value Fund0.99%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
CCASXCONESTOGA SMALL CAP FUND1.10%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
ACGIXInvesco Growth and Income Fund0.78%
CCIFXColumbia Seligman Technology and Information Fund0.91%
EPGAXFidelity Advisor Equity Growth Fund0.92%
NLSIXNeuberger Berman Long Short Fund$1M min1.32%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
XFBRXVIP Mid Cap Portfolio0.82%
ACRSXColumbia Acorn Fund0.82%
POLRXPolen Growth Fund1.22%
JLVMXJPMorgan Large Cap Value Fund0.93%
MFRFXMFS Research Fund0.77%
QVG2QVIP Growth Portfolio0.66%
SBLGXClearBridge Large Cap Growth Fund1.01%
ANODXSmall Cap Growth Fund0.79%
SGRAXAllspring Growth Fund1.15%
AASRXAmerican Beacon Small Cap Value Fund0.77%
DAGVXBNY Mellon Dynamic Value Fund0.93%
FHZTXFidelity Large Cap Stock Fund1.02%
OTCFXT. Rowe Price Small-Cap Stock Fund, Inc.0.90%
FCAGXFidelity Small Cap Growth Fund0.92%
MEFAXMassMutual Mid Cap Growth Fund1.11%
ACCLXMid Cap Value Fund0.62%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
FDGFXFidelity Dividend Growth Fund1.16%
POGRXPRIMECAP Odyssey Growth Fund0.66%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
MRERXMFS Core Equity Fund0.88%
NICSXNicholas Fund, Inc.0.70%
THLCXTHRIVENT LARGE CAP GROWTH FUND0.76%
FDSSXFidelity Stock Selector Fund0.49%
FDSVXFidelity Growth Discovery Fund0.62%
RTOUXTax-Managed U.S. Mid & Small Cap Fund1.11%
FMILXFidelity New Millennium Fund0.76%
JSVPXJPMorgan Small Cap Value Fund1.19%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
BGRUXBARON GROWTH FUND1.09%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
WGROXWasatch Core Growth Fund1.17%
ACFLXFocused Large Cap Value Fund1.09%
PLVJXLargeCap Value Fund III0.94%
FGSLXFidelity Growth Strategies Fund0.61%
PNOBXPutnam Sustainable Leaders Fund0.88%
ASMMXInvesco Summit Fund1.23%
LCSSXClearBridge Select Fund0.98%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
LAAFXLORD ABBETT AFFILIATED FUND INC0.54%
LGLFXLord Abbett Growth Leaders Fund0.65%
SVFIXSmead Value Fund0.90%
JSECXJPMorgan Small Cap Equity Fund1.24%
JLCVXFundamental Large Cap Core Fund0.71%
LSSNXLoomis Sayles Small Cap Growth Fund0.83%
ARGFXAriel Fund1.00%
HIADXHARTFORD DIVIDEND AND GROWTH HLS FUND0.66%
JSCHXJPMorgan Small Cap Blend Fund1.24%
PARWXParnassus Value Equity Fund0.88%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
ICEQXMacquarie Core Equity Fund0.74%
PBQAXPGIM Jennison Blend Fund0.91%
NDVAXMFS New Discovery Value Fund1.46%
TILCXT. Rowe Price Large-Cap Value Fund0.56%
LMPFXClearBridge Growth Fund1.13%
LAMHXLord Abbett Dividend Growth Fund0.59%

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