• Columbia Acorn European Fund

Columbia

  • International
  • Mid-Cap
  • Core

Columbia Acorn European Fund

CAECX (Inactive Fund)

Summary

Price

Last Close

$32.58 ( +0.23 )

52 Week HL

$32.58 - $22.21

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

111.02%

5 Year

118.13%

Best

44.49%
2019

Worst

-19.34%
2018

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - - -28.5% 16.1% -0.2% 9.4% 1% 4.2% 1.4% 3.9% -
Q2 - - 29.5% 9.5% 1.3% 12.5% -5.1% 2% 0.6% 3% -
Q3 - - 12.2% -5.4% 1.1% 6.6% 8.3% -6.1% -9.3% 11% -
Q4 - - - 18.1% -20% 4% -7.7% 3.6% -1% 11% -

Returns +
Monthly

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 0.2% 4.2% - - - - - - - - - -

+
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
CAECX -9%21%45%-19%37%-4%3%-8%33%25%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha --20%5%16%-13%18%-12%4%-22%3%25%

CAECX S&P 500

Chart +