Columbia Acorn International Select Fund Institutional 3 Class (CSIRX)

30.41
Net Asset Value
+0.93%
1 Day
+3.37%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
No Load
Sales Expenses
1.16%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 65% of its net assets in foreign companies in developed markets. It also may invest up to 35% of its total assets in companies in emerging markets (for example- China- India and Brazil). The fund generally invests in at least three countries other than the United States but may invest up to 25% of its total assets in securities of U.S. issuers. It normally invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $25 billion at the time of initial investment.

Performance

1 month+0.03% 3 years+9.94%
3 months+2.91% 5 years+8.39%
1 year+15.60% Since inception+7.32%
Data through --

Peer Comparisonvs. Foreign large growth

 CSIRXCategory
Performance 5-yr return+8.39%+7.62%
Expense ratio1.16%1.18%
Risk 5 year sharpe ratio0.690.64
Net assets$119.8M$3.9B
Average market cap$12.6B$35.1B
Average P/E21.816.9
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureStephen Kusmierczak / 2 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

International stock96.76%
U.S. stock3.21%
Cash0.02%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 5.53%
-- 4.93%
-- 4.52%
-- 4.40%
-- 4.36%
-- 4.18%
-- 4.12%
-- 4.07%
-- 4.07%
-- 3.79%