Morningstar

Columbia Acorn International A LAIAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.29  /  +0.31 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.67%
  • Turnover 46%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis LAIAX

Will LAIAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LAIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LAIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LAIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Columbia Acorn International A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings LAIAX

More LAIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

5.09 54.6 Mil
Cash and Equivalents

Belimo Holding AG

2.69 28.9 Mil
Industrials

IMCD NV

2.60 27.9 Mil
Basic Materials

Auto Trader Group PLC

2.55 27.4 Mil
Communication Services

Intermediate Capital Group PLC

2.38 25.5 Mil
Financial Services

Fisher & Paykel Healthcare Corp Ltd

2.36 25.4 Mil
Healthcare

Hypoport AG

2.12 22.8 Mil
Financial Services

Suntory Beverage & Food Ltd

2.10 22.6 Mil
Consumer Defensive

Rightmove PLC

2.10 22.6 Mil
Communication Services

Recruit Holdings Co Ltd

2.10 22.5 Mil
Communication Services

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