AUSAX: Columbia Acorn USA Fund

January 16, 2012 by Thomas Mullooly

Is the Columbia Acorn USA Fund (symbol AUSAX) available in your retirement plan at work? AUSAX may be available in your deferred compensation plan or your 401k plan. In the many retirement plans I have reviewed, the Columbia Acorn Fund is one of the more popular funds — meaning, it is often offered as one of the choices for growth funds in a 401(k) plan.

The Columbia Acorn USA fund is currently (January 2012) invested in technology, retailing and other small cap investments. This can be a volatile fund both UP and DOWN, but you will need to see the video below for more details.

In some deferred comp accounts and 401(k) plans, the Columbia Acorn fund (AUSAX) is sometimes the most recognizable growth fund in your plan. With that in mind, I have prepared an analysis of the point and figure chart for this fund.

If you are relying on a blog post for specific investment advice, you are making a huge mistake. Please speak with an investment adviser before making ANY investment decisions.

If you do not have an investment adviser, we encourage you to contact Mullooly Asset Management at 732-223-9000, or through our website. Under no circumstances should the content discussed here to be considered specific investment advice.

Please note this is an ANALYSIS of AUSAX, the Columbia Acorn USA fund, this is not a recommendation to buy or sell this fund. In fact, none of the securities analyzed represent past specific recommendations of Mullooly Asset Management.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels.

Additionally, all investment strategies have the potential for profit or loss. Changes in investment strategies, contributions, or withdrawals may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s portfolio.

Feel free to pick up the phone and call us (or email) to get your questions answered about the Columbia Acorn fund (AUSAX), or your 401k retirement account at work, any investment your are considering. We can be reached at 732-223-9000.

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.