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Columbia Acorn International R CACRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 25.30  /  +0.12 %
  • Total Assets 1.1 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 46%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:14 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.

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.

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Portfolio Holdings CACRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

IMCD NV

3.14 34.0 Mil
Basic Materials

Recruit Holdings Co Ltd

2.69 29.2 Mil
Communication Services

Rightmove PLC

2.62 28.4 Mil
Communication Services

Belimo Holding AG

2.59 28.0 Mil
Industrials

Corporacion Inmobiliaria Vesta SAB de CV

2.46 26.6 Mil
Real Estate

Intermediate Capital Group PLC

2.40 25.9 Mil
Financial Services

Hexagon AB Class B

2.28 24.7 Mil
Technology

Daiseki Co Ltd

2.23 24.1 Mil
Industrials

Valmet Corp

2.20 23.8 Mil
Industrials

Disco Corp

2.18 23.6 Mil
Technology