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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 | 13.6% | 4.1% | 27.3% | 49.51% |
| 1 Yr | -30.0% | -44.2% | 1.4% | 84.47% |
| 3 Yr | -5.3%* | -16.8% | 11.0% | 89.22% |
| 5 Yr | -6.9%* | -13.3% | 7.4% | 88.24% |
| 10 Yr | 2.1%* | 0.7% | 13.6% | 92.06% |
* Annualized
| Period | ACINX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -36.6% | -51.1% | -12.8% | 88.24% |
| 2017 | 23.4% | 12.4% | 41.8% | 85.29% |
| 2016 | -3.5% | -17.9% | 6.8% | 55.88% |
| 2015 | -6.3% | -14.4% | 15.9% | 87.25% |
| 2014 | -10.6% | -28.4% | -0.3% | 51.00% |
| Period | ACINX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 13.6% | 4.1% | 27.3% | 49.51% |
| 1 Yr | -30.0% | -35.1% | 1.4% | 96.12% |
| 3 Yr | -2.7%* | -4.9% | 13.5% | 97.06% |
| 5 Yr | -3.1%* | -6.6% | 10.8% | 93.14% |
| 10 Yr | 5.9%* | 1.4% | 17.7% | 90.48% |
* Annualized
| Period | ACINX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -36.6% | -38.6% | -9.1% | 96.08% |
| 2017 | 32.3% | 19.2% | 45.1% | 58.82% |
| 2016 | -2.3% | -12.9% | 8.2% | 51.96% |
| 2015 | -1.3% | -13.9% | 17.0% | 84.31% |
| 2014 | -4.3% | -21.9% | 4.8% | 48.00% |
| ACINX | Category Low | Category High | ACINX % Rank | |
|---|---|---|---|---|
| Net Assets | 2.81 B | 10.2 M | 9.15 B | 22.33% |
| Number of Holdings | 125 | 39 | 342 | 46.60% |
| Net Assets in Top 10 | 554 M | 1.65 M | 1.65 B | 22.33% |
| Weighting of Top 10 | 20.37% | 9.7% | 51.5% | 44.66% |
| Weighting | Return Low | Return High | ACINX % Rank | |
|---|---|---|---|---|
| Stocks | 99.71% | 90.84% | 100.25% | 7.77% |
| Cash | 0.29% | -0.24% | 8.37% | 91.26% |
| Preferred Stocks | 0.00% | 0.00% | 1.89% | 63.11% |
| Other | 0.00% | 0.00% | 2.52% | 75.73% |
| Convertible Bonds | 0.00% | 0.00% | 0.00% | 62.14% |
| Bonds | 0.00% | 0.00% | 0.00% | 62.14% |
| Weighting | Return Low | Return High | ACINX % Rank | |
|---|---|---|---|---|
| Industrials | 24.39% | 5.24% | 36.12% | 25.24% |
| Technology | 17.55% | 4.69% | 40.94% | 45.63% |
| Consumer Cyclical | 16.96% | 3.55% | 31.08% | 23.30% |
| Financial Services | 10.63% | 2.30% | 21.92% | 63.11% |
| Healthcare | 8.81% | 1.78% | 23.50% | 65.05% |
| Consumer Defense | 7.55% | 0.38% | 15.85% | 54.37% |
| Basic Materials | 7.09% | 0.00% | 9.58% | 43.69% |
| Real Estate | 3.31% | 0.00% | 8.09% | 56.31% |
| Communication Services | 1.72% | 0.00% | 5.79% | 22.33% |
| Energy | 1.54% | 0.00% | 11.52% | 53.40% |
| Utilities | 0.17% | 0.00% | 4.60% | 45.63% |
| Weighting | Return Low | Return High | ACINX % Rank | |
|---|---|---|---|---|
| Non US | 98.00% | 55.81% | 99.63% | 17.48% |
| US | 1.71% | 0.00% | 38.06% | 51.46% |
| ACINX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.00% | 0.01% | 3.26% | 92.23% |
| Management Fee | 0.77% | 0.00% | 1.75% | 10.68% |
| 12b-1 Fee | 0.00% | 0.00% | 1.00% | 16.67% |
| Administrative Fee | 0.05% | 0.02% | 0.30% | 24.07% |
| ACINX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | 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% | 7.00% | 213.01% | 43.69% |
| ACINX | Category Low | Category High | ACINX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.03% | 87.38% |
| ACINX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Semi-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 |
| ACINX | Category Low | Category High | ACINX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.76% | -1.07% | 2.08% | 31.07% |
| ACINX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
May 01, 2003
16.01
16.0%
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.
Manager
Start Date
Tenure
Tenure Rank
Dec 29, 2017
1.33
1.3%
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.
Tenure Analysis
Category Low
0.08
Category High
25.43
Category Average
8.96
Category Mode
6.8
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
