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Columbia Acorn European C CAECX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 23.28  /  0.09 %
  • Total Assets 69.7 Mil
  • Adj. Expense Ratio
    2.190%
  • Expense Ratio 2.200%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Europe Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

Morningstar’s Analysis CAECX

Will CAECX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Columbia Acorn European C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings CAECX

  • Current Portfolio Date
  • Equity Holdings 40
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

5.80
4,099,285
Cash and Equivalents
4.68
3,306,161
Industrials
4.22
2,985,100
Technology
4.03
2,850,616
Consumer Defensive
3.81
2,692,396
Basic Materials
3.69
2,609,318
Technology
3.53
2,495,598
Healthcare
3.49
2,468,517
Industrials
3.35
2,369,978
Communication Services