Columbia Acorn International Fund Class I

 (MUTF:CARIX)   Watch this mutual fund  
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Trailing returns

1 day   +0.34%
1 week   +0.10%
4 week   +2.71%
3 month   +10.48%
YTD   +9.45%
1 year   +8.91%
3 years*   +0.79%
5 years*   +5.83%
Best 3 month return+15.12%  
Worst 3 month return-18.20%  

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 Below Average Below Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets4.84B 
Front load-  
Deferred load-  
Expense ratio0.88%  
Management fee-  
Fund familyColumbia 

Asset allocation


Purchase information

Mar 23, 8:00PM EDT Overall Morningstar RatingTM


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


  1 year 3 years 5 years 10 years  
Alpha* -7.37 -0.87 2.19 2.42
Beta* 1.02 0.82 0.82 0.95
Mean annual return 0.94 -0.03 0.48 0.46
R-squared* 79.07 83.11 86.66 93.90
Standard deviation 12.30 10.98 11.44 18.83
Sharpe ratio 0.88 -0.05 0.49 0.26
* Against standard index

Top 10 holdings

Security Net Assets  
CCL Industries Inc B- Non-Voting (CCDBF) 2.54%  
Hexagon AB B (HXGBF) 2.26%  
Partners Group Holding AG (PGPHF) 2.19%  
Wirecard AG (WRCDF) 2.07%  
Rightmove PLC (RTMVF) 1.85%  
Zee Entertainment Enterprises Ltd (ZEEL) 1.57%  
Aalberts Industries NV (AALBF) 1.56%  
Domino's Pizza Enterprises Ltd (DPZUF) 1.53%  
MTU Aero Engines AG (MTUAF) 1.43%  
Brembo SpA (BRBOF) 1.42%