• Columbia Acorn European Fund

Columbia

  • International
  • Mid-Cap
  • Core

Columbia Acorn European Fund

CAEAX (Inactive Fund)

Summary

Price

Last Close

$33.55 ( +0.24 )

52 Week HL

$33.55 - $22.72

Net Assets

$100 M

Expense Ratio

Sector Allocation

Apr 05, 2021

Top 10 Holdings

Apr 05, 2021

Company Name

  • Sectra Ab-B
  • Hexagon Series
  • Hypoport
  • Addtech AB-B
  • Diplomat Pharmacy,

Holding

  • 4.16
  • 3.43
  • 3.02
  • 2.84
  • 2.73

Company Name

  • SimCorp A/S
  • Munters Group
  • Spirax-Sarco Engineering
  • IMCD Nv
  • Dechra Pharmaceuticals
  • Total

Holding

  • 2.72
  • 2.70
  • 2.57
  • 2.52
  • 2.48
  • 29.17%

Manager

Name

Stephen Kusmierczak

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

-

3 Year

114.07%

5 Year

125.15%

Best

44.73%
2019

Worst

-18.77%
2018

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - - -28.4% 16.4% 0.1% 9.6% 1.1% 4.4% 1.5% 4.2% -
Q2 - - 29.8% 9.6% 1.5% 12.7% -4.8% 2.2% 0.8% 3.2% -
Q3 - - 12.4% -5.2% 1.3% 6.9% 8.5% -5.9% -9.2% 11.3% -
Q4 - - - 17.5% -19.8% 4.2% -7.5% 3.8% -0.8% 11.2% -

Returns +
Monthly

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 0.2% 4.3% - - - - - - - - - -

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CAEAX -9%22%45%-19%38%-4%4%-8%34%26%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha --20%6%16%-13%19%-12%5%-21%5%26%

CAEAX S&P 500

Chart +