Columbia Acorn International Fund Class I

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

Performance

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%
   
*annualized
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
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

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

Asset allocation

Cash0.00%  
Stocks98.88%  
Bonds0.00%  
Other1.12%  

Purchase information

Initial$0  
41.34+0.14(0.34%)
Mar 23, 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* -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%