Advertisement
Skip to Content

Columbia Acorn International Inst2 CAIRX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 23.43  /  0.95 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.920%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

Morningstar’s Analysis CAIRX

Will CAIRX outperform in future?

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

Summary

|

Columbia Acorn International Inst2's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CAIRX

  • Current Portfolio Date Jan 31, 2023
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.55
64,382,890
Cash and Equivalents
3.34
47,269,584
Technology
2.81
39,715,074
Consumer Defensive
2.63
37,155,757
Financial Services
2.58
36,472,793
Basic Materials
2.57
36,356,906
Consumer Defensive
2.48
35,039,512
Communication Services
2.37
33,541,532
Healthcare
2.28
32,299,099
Industrials
2.27
32,132,459
Industrials