Mutual Funds - Profile

Columbia Acorn International Select

INT > Multi-Cap > Growth

Rank

Universe Rank

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
  • $39.23
    +0.42
  • 52 Week HL
  • $39.32 - $29.43
  • Net Assets
  • $480 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Hexagon Series 4.56
New Oriental 3.93
Shenzhou International 3.74
Hikari Tsushin 3.60
NetEase Inc 3.44
Company Holding
Sekisui Chemical 3.34
CCL Industries 3.17
Koninklijke Philips 3.13
Sectra Ab-B 3.11
Recruit Holdings 3.11
Total 35.13%

Manager

  • Name
  • Stephen Kusmierczak
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
5.8 % YTD

  • 3 Year
  • 52.42%
  • 5 Year
  • 68.6%
  • Best
  • 35.67%
    2017
  • Worst
  • -12.28%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CILRX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -3.9% -25.6% 15.7% 0.5% 11.1% -1.9% 1.5% 3% 3.2% - -
Q2 8% 25.7% 4% 2.9% 8.3% 0.2% 2.3% 6.1% -2.5% -100% -
Q3 2% 11.5% -3.7% 3.4% 5.6% 10.8% -9.5% -7.5% 9.9% -100% -
Q4 - 13.3% 3.3% -16.3% 6.6% -7.1% 5.3% -8.2% -4.6% -13.1% -

Returns +
M

J F M A M J J A S O N D
2021 -1.8% -1.9% -0.2% 8.1% 0.7% -0.8% 3.3% 3.4% -4.5% - - -
2020 -1.7% -7.4% -18.2% 11.1% 8% 4.8% 6.3% 4.9% -0.1% -2.9% 9.6% 6.5%

Annual Return

Index Comparison

Alpha

NAV