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Morningstar

Columbia Acorn European A CAEAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 22.56  /  0.49 %
  • Total Assets 80.0 Mil
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.450%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Europe Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 21%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

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.

Summary

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Columbia Acorn European A's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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