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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 | 15.7% | 10.7% | 26.0% | 42.72% |
| 1 Yr | -27.9% | -42.9% | 3.4% | 87.25% |
| 3 Yr | -4.8%* | -15.9% | 10.9% | 88.24% |
| 5 Yr | -6.2%* | -13.1% | 7.7% | 88.24% |
| 10 Yr | 3.6%* | 1.7% | 15.1% | 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 | 15.7% | 10.7% | 26.0% | 42.72% |
| 1 Yr | -27.9% | -30.5% | 3.7% | 95.10% |
| 3 Yr | -2.1%* | -3.8% | 14.1% | 93.14% |
| 5 Yr | -2.4%* | -5.9% | 11.2% | 92.16% |
| 10 Yr | 7.5%* | 2.2% | 19.3% | 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 | 2.73 B | 9.9 M | 8.87 B | 22.33% |
| Number of Holdings | 129 | 39 | 338 | 41.75% |
| Net Assets in Top 10 | 556 M | 1.65 M | 1.59 B | 22.33% |
| Weighting of Top 10 | 20.07% | 9.7% | 51.5% | 40.78% |
| Weighting | Return Low | Return High | ACINX % Rank | |
|---|---|---|---|---|
| Stocks | 99.05% | 90.84% | 100.25% | 10.68% |
| Cash | 0.95% | -0.24% | 8.37% | 89.32% |
| 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 | 24.58% | 5.39% | 36.14% | 29.13% |
| Consumer Cyclical | 17.78% | 3.55% | 31.08% | 20.39% |
| Technology | 16.43% | 4.34% | 40.94% | 48.54% |
| Financial Services | 10.37% | 2.30% | 21.92% | 57.28% |
| Healthcare | 8.10% | 1.78% | 23.50% | 73.79% |
| Consumer Defense | 7.48% | 0.38% | 15.85% | 54.37% |
| Basic Materials | 7.36% | 0.00% | 9.58% | 44.66% |
| Real Estate | 3.21% | 0.00% | 8.09% | 57.28% |
| Communication Services | 2.00% | 0.00% | 5.79% | 17.48% |
| Energy | 1.60% | 0.00% | 11.72% | 52.43% |
| Utilities | 0.15% | 0.00% | 4.60% | 45.63% |
| Weighting | Return Low | Return High | ACINX % Rank | |
|---|---|---|---|---|
| Non US | 97.47% | 58.72% | 99.18% | 14.56% |
| US | 1.58% | 0.00% | 36.16% | 58.25% |
| 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 |
Tenure Analysis
Category Low
0.08
Category High
25.35
Category Average
8.88
Category Mode
6.72
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
