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Columbia Acorn International Sel A LAFAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.32  /  −0.19 %
  • Total Assets 222.3 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 Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 43%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 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.

Weakness in Columbia Acorn International Sel A's People and Process Pillar ratings limits this strategy 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.

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Portfolio Holdings LAFAX

  • 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

Novo Nordisk A/S Class B

3.17 6.8 Mil
Healthcare

3i Group Ord

2.63 5.6 Mil
Financial Services

Capcom Co Ltd

2.62 5.6 Mil
Communication Services

Schneider Electric SE

2.55 5.4 Mil
Industrials

TotalEnergies SE

2.53 5.4 Mil
Energy

Nestle SA

2.48 5.3 Mil
Consumer Defensive

Renesas Electronics Corp

2.46 5.2 Mil
Technology

Ashtead Group PLC

2.14 4.6 Mil
Industrials

Bank of Ireland Group PLC

2.11 4.5 Mil
Financial Services

Publicis Groupe SA

2.10 4.5 Mil
Communication Services