• Columbia Acorn International

Columbia

  • International
  • Mid-Cap
  • Growth

Columbia Acorn International

LAICX

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

$20.41 ( +0.52 )

52 Week HL

$35.59 - $19.73

Net Assets

$1850 M

Expense Ratio

0.99 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 29, 2021

Company Name

  • Hikari Tsushin
  • Sekisui Chemical
  • Hexagon Series
  • Hypoport
  • IMCD Nv

Holding

  • 3.03
  • 2.94
  • 2.22
  • 1.98
  • 1.95

Company Name

  • Kindred Group
  • Intermediate Capital
  • Fisher &
  • Korea Investment
  • Inter Parfums
  • Total

Holding

  • 1.85
  • 1.84
  • 1.73
  • 1.73
  • 1.69
  • 20.96%

Manager

Name

Simon Kim

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-32.1 %

3 Year

-34.88%

5 Year

-31.23%

Best

49.14%
2009

Worst

-46.51%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -17.4% -0.4% -28.7% 12.2% 2% 9.5% -0.1% 4.1% 1% 6.8% -
Q2 -15% 5% 20.2% -2.5% -1% 7.8% -1.7% 0.5% 4.5% -0.6% -
Q3 - 7.5% 10.6% -3.6% 0.7% 4.6% 8% -10.3% -7.5% 7.6% -
Q4 - -6.4% 3.9% 8% -16.3% 6% -8.8% 4% -2.9% 5.8% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -13.7% -6.1% 1.9% -12.8% -5.7% - - - - - - -
2021 0.2% -0.5% -0.1% 6.4% 1.6% -2.8% 2.7% 2.3% 2.4% -3.6% -3.6% -8.6%

+
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
LAICX -32%-4%-2%16%-17%31%--2%-5%21%20%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -32%-33%-17%-13%-11%12%--2%-19%-8%20%

LAICX S&P 500

Chart +