Columbia Acorn International Fund Class Z

 (MUTF:ACINX)   Watch this mutual fund  
Find more results for ACINX

Performance

Trailing returns

1 day
   
-0.17%  
1 week   +1.84%
   
4 week   +2.28%
   
3 month   +6.15%
   
YTD   +27.31%
   
1 year   +20.63%
   
3 years*   +7.97%
   
5 years*   +8.14%
   
*annualized
Best 3 month return+40.39%  
Worst 3 month return-38.89%  

Morningstar statistics

Morningstar category: Foreign Small/Mid Growth
  Return Risk Rating
3 years Below Average Below Average
5 years Below Average Below Average
10 years Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.96B 
Front load-  
Deferred load-  
Expense ratio1.01%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash0.00%  
Stocks97.23%  
Bonds0.00%  
Other2.77%  

Purchase information

Initial$2,000  
AIP Initial$100  
47.34-0.30(-0.63%)
Oct 16, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund invests at least 75% of its net assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Brazil). It invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $10 billion at the time of initial investment and (ii) may also invest in companies with market capitalizations above $10 billion, provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks.
Fund filings (PDF) »
Asset managers:
P. Egan (Started: May 1, 2003)
Louis Mendes (Started: May 1, 2003)
Advisor Company:
Columbia Wanger Asset Management LLC
Fund family reports on Morningstar »
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -13.50 1.38 1.90 2.47
Beta* 1.50 0.81 0.84 0.95
Mean annual return 1.12 0.48 0.68 0.46
R-squared* 84.09 82.62 84.46 93.71
Standard deviation 10.83 10.91 10.60 18.79
Sharpe ratio 1.18 0.50 0.75 0.27
* Against standard index

Top 10 holdings

Security Net Assets  
Partners Group Holding AG (PGPHF) 3.02%  
CCL Industries Inc B- Non-Voting (CCDBF) 2.72%  
Wirecard AG (WRCDF) 2.68%  
Hexagon AB B (HXGBF) 2.66%  
Brembo SpA (BRBOF) 2.16%  
Spirax-Sarco Engineering PLC (SPXSF) 1.67%  
Kindred Group PLC (KIND SDB) 1.67%  
Grupo Aeroportuario del Sureste SAB de CV ADR (ASR) 1.61%  
Halma PLC (HLMAF) 1.54%  
FamilyMart UNY Holdings Co Ltd (FYRTF) 1.52%