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Morningstar

Columbia Acorn International Inst2 CAIRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 25.06  /  +1.25 %
  • Total Assets 1.0 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 2.09%
  • Turnover 46%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAIRX

More CAIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Munters Group AB Class B

2.87 30.8 Mil
Industrials

Intermediate Capital Group PLC

2.76 29.7 Mil
Financial Services

Hypoport AG

2.71 29.1 Mil
Financial Services

Belimo Holding AG

2.61 28.0 Mil
Industrials

Recruit Holdings Co Ltd

2.51 27.0 Mil
Communication Services

IMCD NV

2.42 26.0 Mil
Basic Materials

Auto Trader Group PLC

2.39 25.7 Mil
Communication Services

Hexagon AB Class B

2.32 24.9 Mil
Technology

Corporacion Inmobiliaria Vesta SAB de CV

2.14 23.0 Mil
Real Estate

Suntory Beverage & Food Ltd

2.10 22.6 Mil
Consumer Defensive