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Morningstar

Columbia Acorn International R CACRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 22.03  /  0.14 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis CACRX

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

People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CACRX

More CACRX Holdings
  • Current Portfolio Date
  • Equity Holdings 78
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Corporacion Inmobiliaria Vesta SAB de CV

2.78
37,473,293
Real Estate

Hikari Tsushin Inc

2.75
37,087,482
Industrials

Hexagon AB Class B

2.73
36,831,436
Technology

Daiseki Co Ltd

2.38
32,052,663
Industrials

IMCD NV

2.35
31,687,503
Basic Materials

Recruit Holdings Co Ltd

2.29
30,938,142
Industrials

Belimo Holding AG

2.21
29,833,191
Industrials

Rightmove PLC

2.20
29,626,338
Communication Services

IDP Education Ltd

2.15
29,017,664
Consumer Defensive

Valmet Corp

2.07
27,969,489
Industrials