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Columbia Acorn International Inst2 CAIRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 25.12  /  −0.83 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 46%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 10:29 PM GMT+0

Morningstar’s Analysis CAIRX

Will CAIRX outperform in future?

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

Weakness in Columbia Acorn International Inst2's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings CAIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Munters Group AB Class B

2.73 28.0 Mil
Industrials

Belimo Holding AG

2.71 27.8 Mil
Industrials

Intermediate Capital Group PLC

2.53 25.9 Mil
Financial Services

IMCD NV

2.51 25.7 Mil
Basic Materials

Hypoport AG

2.47 25.3 Mil
Financial Services

Corporacion Inmobiliaria Vesta SAB de CV

2.42 24.8 Mil
Real Estate

Hexagon AB Class B

2.30 23.6 Mil
Technology

Recruit Holdings Co Ltd

2.24 23.0 Mil
Communication Services

Halma PLC

2.09 21.5 Mil
Industrials

CCL Industries Inc Registered Shs -B- Non Vtg

2.07 21.3 Mil
Consumer Cyclical