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Morningstar

Columbia Acorn International Adv CCIRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 24.98  /  −1.46 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 46%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:09 PM GMT+0

Morningstar’s Analysis CCIRX

Will CCIRX 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 CCIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCIRX 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 CCIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Columbia Acorn International Adv'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 sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CCIRX

More CCIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

IMCD NV

2.91 31.8 Mil
Basic Materials

Belimo Holding AG

2.70 29.5 Mil
Industrials

Corporacion Inmobiliaria Vesta SAB de CV

2.50 27.3 Mil
Real Estate

Hexagon AB Class B

2.44 26.7 Mil
Technology

Intermediate Capital Group PLC

2.36 25.8 Mil
Financial Services

Rightmove PLC

2.33 25.4 Mil
Communication Services

Munters Group AB Class B

2.31 25.2 Mil
Industrials

Hypoport AG

2.23 24.4 Mil
Financial Services

Disco Corp

2.21 24.1 Mil
Technology

Recruit Holdings Co Ltd

2.15 23.4 Mil
Communication Services