Columbia Acorn International Select Fund Class A (LAFAX)

29.93
Net Asset Value
-0.63%
1 Day
+3.60%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
5.75
Sales Expenses
1.54%
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+1.11% 3 years+9.81%
3 months+1.08% 5 years+7.31%
1 year+15.83% Since inception+6.11%
Data through --

Peer Comparisonvs. Foreign large growth

 LAFAXCategory
Performance 5-yr return+7.31%+7.62%
Expense ratio1.54%1.18%
Risk 5 year sharpe ratio0.650.64
Net assets$119.8M$3.9B
Average market cap$12.6B$35.4B
Average P/E21.816.8
Portfolio turnover49%49%

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Fund Management and Purchase Info

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

Holdings

International stock96.76%
U.S. stock3.21%
Cash0.02%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 37.89%
Business service 16.53%
Financial service 11.40%
Energy 10.83%
Healthcare 4.20%
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%