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The Columbia Acorn International Fund Class Z (ACINX) is an actively managed fund that seeks to aggressively grow an investor’s capital over the long term. The fund hones in on small- and mid-cap international stocks that management believes can develop into major firms in the future. ACINX uses various growth-at-reasonable-price metrics to find these stocks. There is no sector requirement, however, the firm has historically been very tech heavy.
With its focus on small- and mid-cap international growth stocks, ACINX should be used as a sub-core position in a portfolio. The fund is managed by Columbia Threadneedle Investments.
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| Period | ACINX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 18.0% | -15.8% | 37.4% | 76.92% |
| 1 Yr | 17.6% | -22.9% | 32.3% | 32.62% |
| 3 Yr | 11.7%* | -30.8% | 19.3% | 13.71% |
| 5 Yr | 5.5%* | -20.7% | 12.2% | 28.16% |
| 10 Yr | 7.5%* | -5.5% | 13.9% | 25.37% |
* Annualized
| Period | ACINX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -36.6% | -51.1% | -3.5% | 88.97% |
| 2017 | 23.4% | 16.6% | 41.8% | 89.43% |
| 2016 | -3.5% | -73.5% | 17.7% | 50.00% |
| 2015 | -6.3% | -14.4% | 15.9% | 92.16% |
| 2014 | -10.6% | -28.4% | 1.6% | 61.62% |
| Period | ACINX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 18.0% | -15.8% | 37.4% | 76.92% |
| 1 Yr | 17.6% | -22.9% | 32.3% | 43.26% |
| 3 Yr | 11.7%* | -12.0% | 19.3% | 26.61% |
| 5 Yr | 5.5%* | -6.0% | 12.2% | 58.25% |
| 10 Yr | 7.5%* | -1.6% | 14.0% | 59.70% |
* Annualized
| Period | ACINX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -36.6% | -50.9% | -3.2% | 96.32% |
| 2017 | 32.3% | 19.2% | 47.2% | 66.67% |
| 2016 | -2.3% | -12.9% | 17.7% | 50.00% |
| 2015 | -1.3% | -13.9% | 17.0% | 85.29% |
| 2014 | -4.3% | -21.9% | 2.6% | 46.46% |
| ACINX | Category Low | Category High | ACINX % Rank | |
|---|---|---|---|---|
| Net Assets | 2.7 B | 1.24 M | 8.74 B | 17.88% |
| Number of Holdings | 128 | 29 | 1375 | 34.44% |
| Net Assets in Top 10 | 491 M | 342 K | 2 B | 19.87% |
| Weighting of Top 10 | 18.44% | 5.6% | 46.4% | 62.91% |
| Weighting | Return Low | Return High | ACINX % Rank | |
|---|---|---|---|---|
| Stocks | 99.44% | 48.91% | 99.55% | 10.60% |
| Cash | 0.56% | 0.00% | 51.08% | 86.09% |
| Preferred Stocks | 0.00% | 0.00% | 2.29% | 78.15% |
| Other | 0.00% | -2.03% | 5.58% | 76.82% |
| Convertible Bonds | 0.00% | 0.00% | 1.13% | 78.15% |
| Bonds | 0.00% | 0.00% | 0.09% | 76.82% |
| Weighting | Return Low | Return High | ACINX % Rank | |
|---|---|---|---|---|
| Industrials | 27.11% | 0.00% | 33.17% | 13.91% |
| Technology | 15.47% | 5.73% | 49.97% | 62.25% |
| Consumer Cyclical | 11.56% | 0.00% | 27.60% | 48.34% |
| Financial Services | 10.16% | 2.25% | 20.56% | 41.72% |
| Healthcare | 10.00% | 3.04% | 26.33% | 60.93% |
| Communication Services | 7.22% | 0.00% | 20.34% | 16.56% |
| Consumer Defense | 6.59% | 0.00% | 14.95% | 64.24% |
| Basic Materials | 5.05% | 0.00% | 11.22% | 52.32% |
| Real Estate | 4.88% | 0.00% | 13.00% | 37.09% |
| Energy | 1.30% | 0.00% | 4.92% | 52.32% |
| Utilities | 0.08% | 0.00% | 4.44% | 58.94% |
| Weighting | Return Low | Return High | ACINX % Rank | |
|---|---|---|---|---|
| Non US | 98.49% | 27.52% | 99.34% | 11.26% |
| US | 0.95% | 0.00% | 21.39% | 70.20% |
| ACINX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.00% | 0.01% | 95.80% | 93.92% |
| Management Fee | 0.77% | 0.00% | 1.75% | 10.60% |
| 12b-1 Fee | 0.00% | 0.00% | 1.00% | 16.47% |
| Administrative Fee | 0.05% | 0.01% | 0.30% | 21.43% |
| ACINX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 25.00% | N/A |
| Deferred Load | N/A | 0.00% | 4.00% | N/A |
| ACINX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
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.
| ACINX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 32.00% | 0.00% | 213.01% | 39.07% |
| ACINX | Category Low | Category High | ACINX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 9.34% | 86.75% |
| ACINX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
| ACINX | Category Low | Category High | ACINX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.76% | -3.52% | 2.14% | 41.89% |
| ACINX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
| Date | Amount |
|---|---|
| Jun 01, 2017 | $0.384 |
| Dec 07, 2016 | $0.245 |
| Jun 05, 2013 | $0.477 |
| Dec 27, 2012 | $0.026 |
| Dec 06, 2012 | $0.616 |
| Jun 06, 2012 | $0.196 |
| Jun 08, 2011 | $1.024 |
| Dec 16, 2010 | $0.327 |
| Jun 10, 2010 | $0.593 |
| Jun 11, 2009 | $0.531 |
| Jun 12, 2008 | $0.205 |
| Dec 12, 2007 | $0.219 |
| Jun 06, 2007 | $0.121 |
| Dec 11, 2006 | $0.431 |
| Jun 07, 2006 | $0.078 |
| Dec 12, 2005 | $0.294 |
| Jun 08, 2005 | $0.428 |
| Jun 03, 2004 | $0.250 |
| Jun 05, 2003 | $0.076 |
Start Date
Tenure
Tenure Rank
May 01, 2003
16.59
16.6%
Mr. Mendes has been associated with the Investment Manager or its predecessors as an investment professional since 2001 and has been a Vice President of the Trust since 2005. Mr. Mendes began his investment career in 1986 and earned a B.A. from Columbia University and an M.I.M. from the American Graduate School of International Management.
Start Date
Tenure
Tenure Rank
Dec 29, 2017
1.92
1.9%
Mr. Kim has been associated with CWAM as an investment professional since 2011. Mr. Kim began his investment career in 2007 and earned a B.A. from Boston College and an M.B.A from the University of Oxford.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.04 | 26.01 | 6.88 | 7.39 |
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