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Morningstar

Columbia Acorn International Sel A LAFAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 24.07  /  0.67 %
  • Total Assets 215.9 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 21%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis LAFAX

Will LAFAX 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 LAFAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LAFAX 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 LAFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Acorn International Sel A 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LAFAX

More LAFAX Holdings
  • Current Portfolio Date
  • Equity Holdings 35
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Recruit Holdings Co Ltd

4.95
9,424,719
Industrials

Hexagon AB Class B

4.23
8,059,062
Technology

Belimo Holding AG

4.20
7,993,855
Industrials

IMCD NV

4.08
7,758,651
Basic Materials

NetEase Inc ADR

3.98
7,581,590
Communication Services

Parade Technologies Ltd

3.82
7,278,689
Technology

IDP Education Ltd

3.76
7,167,062
Consumer Defensive

Lonza Group Ltd

3.74
7,116,495
Healthcare

Hikari Tsushin Inc

3.66
6,968,380
Industrials

Nemetschek SE

3.60
6,861,471
Technology