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Columbia Acorn European A CAEAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 24.38  /  −2.60 %
  • Total Assets 54.6 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 0.62%
  • Turnover 23%

USD | NAV as of Apr 12, 2024 | 1-Day Return as of Apr 12, 2024, 10:10 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.

Weakness in Columbia Acorn European A's People and Process 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-highest quintile among peers.

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Portfolio Holdings CAEAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Healthcare