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Morningstar

Columbia Acorn European A CAEAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.30  /  +2.14 %
  • Total Assets 49.4 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Europe Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.58%
  • Turnover 23%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CAEAX

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

  • People Pillar

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

Weakness in Columbia Acorn European A'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 CAEAX

More CAEAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Industrials

Intermediate Capital Group PLC

4.14 2.2 Mil
Financial Services

Munters Group AB Class B

4.05 2.1 Mil
Industrials

Amplifon SpA Az nom Post Frazionamento

4.02 2.1 Mil
Healthcare

Rightmove PLC

3.88 2.0 Mil
Communication Services

Addtech AB Class B

3.80 2.0 Mil
Industrials

Halma PLC

3.64 1.9 Mil
Industrials

Hexagon AB Class B

3.45 1.8 Mil
Technology

Belimo Holding AG

3.39 1.8 Mil
Industrials