Columbia Acorn International Fund Institutional Class

 (MUTF:ACINX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.04%
   
1 week   +0.04%
   
4 week   +1.80%
   
3 month   +4.06%
   
YTD   +28.62%
   
1 year   +28.89%
   
3 years*   +7.87%
   
5 years*   +8.04%
   
*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 Low Below Average
5 years Below Average Below Average
10 years Average Below Average
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.94B 
Front load-  
Deferred load-  
Expense ratio1.01%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash0.00%  
Stocks100.00%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,000  
AIP Initial$100  
48.13+0.02(0.04%)
Dec 10, 7:00PM EST 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* 2.70 2.00 2.29 2.75
Beta* 0.98 0.81 0.84 0.95
Mean annual return 2.24 0.60 0.72 0.49
R-squared* 49.40 82.88 84.32 93.96
Standard deviation 5.46 10.96 10.64 18.49
Sharpe ratio 4.74 0.62 0.79 0.30
* Against standard index

Top 10 holdings

Security Net Assets  
CCL Industries Inc B- Non-Voting (CCDBF) 2.72%  
Hexagon AB B (HXGBF) 2.72%  
Wirecard AG (WRCDF) 2.63%  
Partners Group Holding AG (PGPHF) 2.59%  
Brembo SpA (BRBOF) 2.31%  
Kindred Group PLC (KIND SDB) 1.96%  
Halma PLC (HLMAF) 1.73%  
Rentokil Initial PLC (RKLIF) 1.68%  
Novozymes A/S B (NVZMF) 1.67%  
FamilyMart UNY Holdings Co Ltd (FYRTF) 1.61%