Skip to Content

Columbia Acorn European C CAECX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 24.75  /  −0.76 %
  • Total Assets 57.2 Mil
  • Adj. Expense Ratio
    2.200%
  • 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.

Weakness in Columbia Acorn European C'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 most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CAECX

  • 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

Munters Group AB Class B

4.08 2.3 Mil
Industrials

Auto Trader Group PLC

4.07 2.3 Mil
Communication Services

Addtech AB Class B

3.97 2.3 Mil
Industrials

Rightmove PLC

3.88 2.2 Mil
Communication Services

Carel Industries SpA

3.85 2.2 Mil
Technology

Halma PLC

3.84 2.2 Mil
Industrials

Hexagon AB Class B

3.83 2.2 Mil
Technology

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