Morningstar

Columbia Acorn European Fund Class A CAEAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 25.38  /  −0.16 %
  • Total Assets 33.7M
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.340%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Europe Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.87%
  • Turnover 82%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CAEAX

Will CAEAX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Acorn European A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CAEAX

More CAEAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Elis SA

2.94 1M
Industrials

Quilter PLC Ordinary Shares

2.45 864,579
Financial Services

Nexans

2.43 856,760
Industrials

Glanbia PLC

2.42 854,143
Consumer Defensive

Uniphar PLC

2.27 802,472
Healthcare

Lisi SA

2.23 788,868
Industrials

SPIE SA

2.17 767,274
Industrials

CVS Group PLC

2.04 721,194
Healthcare

Storebrand ASA

1.97 696,502
Financial Services

Technip Energies NV Ordinary Shares

1.89 666,029
Energy

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