ACFFX: Columbia Acorn International Select Fund - MutualFunds.com

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Channels

Fixed income news, reports, video and more.

Municipal bonds news, reports, video and more.

Practice management news, reports, video and more.

Portfolio management news, reports, video and more.

Retirement news, reports, video and more.

Learn from industry thought leaders and expert market participants.

Deepen your understanding of Responsible Investing and learn how it can potentially help you build a more successful practice.

Columbia Acorn International Sel Inst

ACFFX - Snapshot

Vitals

  • YTD Return 7.0%
  • 3 Yr Annualized Return 9.4%
  • 5 Yr Annualized Return 12.1%
  • Net Assets $462 M
  • Holdings in Top 10 33.0%

52 WEEK LOW AND HIGH

$30.75
$18.58
$31.46

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.29%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 46.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $2,000
  • IRA N/A

Fund Classification


Compare ACFFX to Popular International Large-Cap Growth Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$60.09

+0.86%

$164.19 B

2.61%

$1.55

7.96%

0.84%

$44.28

+0.75%

$55.39 B

0.88%

$0.39

37.00%

0.43%

$50.47

+0.42%

$28.98 B

3.51%

$1.77

11.17%

0.99%

$22.54

+0.67%

$17.53 B

0.19%

$0.04

19.20%

1.04%

$25.33

+0.48%

$16.73 B

1.50%

$0.38

6.43%

0.81%

ACFFX - Profile

Distributions

  • YTD Total Return 7.0%
  • 3 Yr Annualized Total Return 9.4%
  • 5 Yr Annualized Total Return 12.1%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.59%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Columbia Acorn International Select Fund
  • Fund Family Name
    Columbia
  • Inception Date
    Nov 23, 1998
  • Shares Outstanding
    N/A
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Stephen Kusmierczak

Fund Description

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.


ACFFX - Performance

Return Ranking - Trailing

Period ACFFX Return Category Return Low Category Return High Rank in Category (%)
YTD 7.0% -11.0% 68.1% 64.04%
1 Yr 16.9% -6.2% 88.6% 48.94%
3 Yr 9.4%* -2.6% 19.3% 21.37%
5 Yr 12.1%* 0.4% 21.1% 15.84%
10 Yr 7.8%* 3.6% 14.1% 27.61%

* Annualized

Return Ranking - Calendar

Period ACFFX Return Category Return Low Category Return High Rank in Category (%)
2019 21.8% -4.0% 45.1% 77.65%
2018 -18.6% -32.2% 68.4% 59.71%
2017 35.3% 0.0% 50.9% 14.75%
2016 0.2% -12.2% 5.7% 19.35%
2015 -3.2% -16.3% 9.5% 83.33%

Total Return Ranking - Trailing

Period ACFFX Return Category Return Low Category Return High Rank in Category (%)
YTD 7.0% -11.0% 67.9% 64.26%
1 Yr 16.9% -10.9% 88.6% 44.92%
3 Yr 9.4%* -3.8% 19.3% 19.38%
5 Yr 12.1%* -0.1% 21.1% 15.35%
10 Yr 7.8%* 3.6% 14.1% 26.69%

* Annualized

Total Return Ranking - Calendar

Period ACFFX Return Category Return Low Category Return High Rank in Category (%)
2019 21.8% -4.0% 45.1% 77.88%
2018 -18.6% -32.2% 68.4% 68.20%
2017 35.6% 0.0% 53.4% 18.50%
2016 1.2% -12.2% 8.0% 18.18%
2015 -1.0% -15.1% 11.4% 71.33%

NAV & Total Return History


ACFFX - Holdings

Concentration Analysis

ACFFX Category Low Category High ACFFX % Rank
Net Assets 462 M 10 164 B 58.40%
Number of Holdings 46 6 1175 82.03%
Net Assets in Top 10 153 M 1.33 M 36.1 B 56.03%
Weighting of Top 10 32.98% 8.4% 99.1% 39.32%

Top 10 Holdings

  1. Hexagon AB Class B 4.74%
  2. Hexagon AB Class B 4.74%
  3. Hexagon AB Class B 4.74%
  4. Hexagon AB Class B 4.74%
  5. Hexagon AB Class B 4.74%
  6. Hexagon AB Class B 4.74%
  7. Hexagon AB Class B 4.74%
  8. Hexagon AB Class B 4.74%
  9. Hexagon AB Class B 4.74%
  10. Hexagon AB Class B 4.74%

Asset Allocation

Weighting Return Low Return High ACFFX % Rank
Stocks
99.44% 66.28% 101.48% 14.11%
Cash
0.56% -5.85% 26.95% 81.82%
Preferred Stocks
0.00% 0.00% 0.23% 46.72%
Other
0.00% 0.00% 18.19% 53.91%
Convertible Bonds
0.00% 0.00% 1.96% 45.45%
Bonds
0.00% 0.00% 18.71% 49.26%

ACFFX - Expenses

Operational Fees

ACFFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.29% 0.01% 28.05% 39.73%
Management Fee 0.89% 0.00% 1.50% 85.71%
12b-1 Fee 0.00% 0.00% 1.00% 3.83%
Administrative Fee 0.05% 0.01% 0.80% 23.53%

Sales Fees

ACFFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 3.50% 5.75% N/A
Deferred Load N/A 1.00% 5.00% N/A

Trading Fees

ACFFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.25% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

ACFFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 46.00% 4.00% 151.99% 62.74%

ACFFX - Distributions

Dividend Yield Analysis

ACFFX Category Low Category High ACFFX % Rank
Dividend Yield 0.00% 0.00% 5.55% 53.99%

Dividend Distribution Analysis

ACFFX Category Low Category High Category Mod
Dividend Distribution Frequency Semi-Annually Annually Annually Annually

Net Income Ratio Analysis

ACFFX Category Low Category High ACFFX % Rank
Net Income Ratio 0.59% -1.17% 3.11% 62.91%

Capital Gain Distribution Analysis

ACFFX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Dividend Payout History

View More +

ACFFX - Fund Manager Analysis

Managers

Stephen Kusmierczak


Start Date

Tenure

Tenure Rank

Jan 01, 2016

4.75

4.8%

Mr. Kusmierczak has served as Co-Portfolio Manager. He has been associated with Columbia Wanger Asset Management, LLC, or its predecessors, as an investment professional since 2001 and has been a Vice President of Columbia Acorn Trust since 2011. Mr. Kusmierczak began his investment career in 1999 and earned a B.A. from Bowdoin College and an M.P.A. from Princeton University, Woodrow Wilson School of Public and International Affairs.

Hans Stege


Start Date

Tenure

Tenure Rank

Dec 12, 2019

0.8

0.8%

Mr. Stege joined CWAM in 2017 and began his investment career in 2014. Prior to joining CWAM, Mr. Stege served as a partner and research analyst focused on the global energy sector. He also has experience as a senior analyst covering petrochemicals. Mr. Stege earned a B.A. from Dartmouth College and an M.B.A. from the University of Chicago Booth School of Business

Tenure Analysis

Category Low Category High Category Average Category Mode
0.13 25.27 7.38 17.59