Morningstar

Columbia Acorn International Select Fund Class A LAFAX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $29.16  /  +0.80 %
  • Fund Size $187.4M
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.120%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 3.10%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis LAFAX

Will LAFAX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Acorn International Sel A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LAFAX

More LAFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

6.23 13M
Technology

Recruit Holdings Co Ltd

4.11 8M
Communication Services

Schneider Electric SE

3.38 7M
Industrials

Airbus SE

3.33 7M
Industrials

Tokyo Electron Ltd

2.84 6M
Technology

Capcom Co Ltd

2.78 6M
Communication Services

Standard Chartered PLC

2.76 6M
Financial Services

Industria De Diseno Textil SA Share From Split

2.75 6M
Consumer Cyclical

Lonza Group Ltd

2.27 5M
Healthcare

Bank of Ireland Group PLC

2.06 4M
Financial Services

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