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.
Columbia Acorn European C CAECX
- NAV / 1-Day Return 24.75 / −0.76 %
- Total Assets 57.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.200%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Europe Stock
- Investment Style Mid Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 23%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CAECX
Will CAECX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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Carel Industries SpA | 3.85 | 2.2 Mil | Technology |
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Diploma PLC | 3.82 | 2.2 Mil | Industrials |
Sectra AB Class B | 3.81 | 2.2 Mil | Healthcare |
IMCD NV | 3.69 | 2.1 Mil | Basic Materials |