Columbia Acorn European Inst's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist 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 second-costliest quintile among peers.
- NAV / 1-Day Return 24.49 / 1.37 %
- Total Assets 68.8 Mil
-
Adj. Expense Ratio
1.190%
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Europe Stock
- Investment Style Mid Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 31%
Morningstar’s Analysis CAEZX
Will CAEZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- 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