Columbia Acorn International Select Class B (LFFBX)

24.69
Net Asset Value
+0.28%
1 Day
-3.29%
Year-to-Date
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
No Load
Sales Expenses
2.16%
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 initial investment.

Performance

1 month+2.60% 3 years+9.45%
3 months-9.26% 5 years+7.88%
1 year-1.74% Since inception+5.13%
Data through --

Peer Comparisonvs. Foreign small/mid growth

 LFFBXCategory
Performance 5-yr return+7.88%+11.25%
Expense ratio2.16%1.56%
Risk 5 year sharpe ratio0.680.76
Net assets$316.8M$999.1M
Average market cap$5.6B$2.9B
Average P/E17.918.4
Portfolio turnover72%72%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureChristopher Olson / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

International stock95.53%
U.S. stock3.82%
Fixed income0.65%
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 Trust5.63%
-- Baytex Energy Corp5.13%
-- Insurance Australia Group Ltd4.47%
-- Challenger Ltd4.34%
-- KT&G Corp4.21%
-- Tahoe Resources Inc4.02%
DNR Denbury Resources Inc3.82%
-- Archipelago Resources PLC3.76%
-- CCL Industries Inc3.59%
-- Swedish Match AB3.33%

To view my watchlist

Not a member yet?

Sign up now for a free account

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2014 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2014. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2014 and/or its affiliates.