Columbia Acorn International Select Class A (LAFAX)

27.75
Net Asset Value
+0.40%
1 Day
+3.12%
Year-to-Date
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
5.75
Sales Expenses
1.51%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, 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 investment.

Performance

1 month+0.11% 3 years+7.87%
3 months+2.32% 5 years+17.01%
1 year+15.87% Since inception+6.39%
Data through --

Peer Comparisonvs. Foreign small/mid growth

 LAFAXCategory
Performance 5-yr return+17.01%+22.82%
Expense ratio1.51%1.57%
Risk 5 year sharpe ratio1.201.22
Net assets$350.6M$1.0B
Average market cap$4.7B$3.1B
Average P/E18.119.1
Portfolio turnover72%72%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureChristopher Olson / 12 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

International stock98.56%
U.S. stock0.86%
Fixed income0.58%
Cash0.00%
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
-- Ascendas Real Estate Inv Trust4.93%
-- Neopost4.30%
-- Tahoe Resources, Inc.4.20%
-- Far Eastone Telecommunications Co., Ltd.4.13%
-- Jardine Lloyd Thompson Group PLC3.89%
-- Archipelago Resources Plc3.65%
-- Rinnai Corporation3.35%
-- KEPCO Plant Service & Engineering Co., Ltd.3.23%
-- CCL Industries Inc.3.10%
-- Insurance Australia Group Limited2.95%

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