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Morningstar

Columbia Acorn International Sel Inst3 CSIRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.19  /  −0.34 %
  • Total Assets 210.7 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CSIRX

Will CSIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Columbia Acorn International Sel Inst3's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSIRX

More CSIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

3.45 7.6 Mil
Healthcare

3i Group Ord

2.88 6.3 Mil
Financial Services

Schneider Electric SE

2.84 6.2 Mil
Industrials

TotalEnergies SE

2.60 5.7 Mil
Energy

Renesas Electronics Corp

2.59 5.7 Mil
Technology

Capcom Co Ltd

2.49 5.5 Mil
Communication Services

adidas AG

2.38 5.2 Mil
Consumer Cyclical

Bank of Ireland Group PLC

2.27 5.0 Mil
Financial Services

Ashtead Group PLC

2.25 5.0 Mil
Industrials

Nestle SA

2.24 4.9 Mil
Consumer Defensive