- Columbia Acorn International Select
Columbia
- International
- Multi-Cap
- Growth
Summary
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team looks for quality growth companies trading at reasonable valuations.
The team prefers companies that are innovative, operate within a favorable market structure with high barriers to entry and enjoy structural growth tailwinds.
In addition, the team focuses on companies with a superior business franchise More
Price
Last Close
$23.92 ( +0.29 )
52 Week HL
$39.61 - $23.63
Net Assets
$372 M
Expense Ratio
1.03 %
Sector Allocation
Feb 28, 2021Top 10 Holdings
Mar 29, 2021Company Name
- Hexagon Series
- New Oriental
- Shenzhou International
- Hikari Tsushin
- NetEase Inc
Holding
- 4.56
- 3.93
- 3.74
- 3.60
- 3.44
Company Name
- Sekisui Chemical
- CCL Industries
- Koninklijke Philips
- Sectra Ab-B
- Recruit Holdings
- Total
Holding
- 3.34
- 3.17
- 3.13
- 3.11
- 3.11
- 35.13%
Manager
Name
Stephen Kusmierczak
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-
3 Year
-10.04%
5 Year
7.22%
Best
35.73%
2017
Worst
-12.19%
2018
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -16.9% | -3.9% | -25.6% | 15.7% | 0.5% | 11.1% | -1.9% | 1.5% | 3% | 3.2% | - |
| Q2 | -21% | 7.9% | 25.7% | 4% | 3% | 8.4% | 0.2% | 2.4% | 6.1% | -2.5% | - |
| Q3 | - | 2% | 11.5% | -3.6% | 3.5% | 5.5% | 10.8% | -9.5% | -7.4% | 9.9% | - |
| Q4 | - | -1% | 13.3% | 3.2% | -16.3% | 6.6% | -7% | 5.3% | -8.2% | -4.6% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -14% | -3.8% | 0.4% | -9.5% | -12% | - | - | - | - | - | - | - |
| 2021 | -1.8% | -1.9% | -0.2% | 8.1% | 0.7% | -0.9% | 3.3% | 3.4% | -4.5% | 5.4% | -3.2% | -3.1% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CRIRX | - | 5% | 18% | 22% | -12% | 36% | 1% | -1% | -7% | - | - |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | - | -24% | 3% | -7% | -6% | 17% | -7% | -0% | -21% | - | - |