WUSAX Mutual Fund

WUSAX Mutual Fund (Columbia Variable Portfolio - Acorn Fund) is managed by Columbia Threadneedle Investments with $459.7M in net assets. WUSAX expense ratio is 0.86%, holding 110 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1995-05-03.

WUSAX performance shows a YTD return of 3.39%. The 1-year return is 6.09% and the 5-year return is -8.59%.

WUSAX top holdings include Sharkninja Inc (2.6%), Guardant Health, Inc (2.6%), Interdigital Inc (2.3%), Gcm Grosvenor Inc - Class A (2.0%), Spx Corp (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.