Columbia Acorn International Z
227 W Monroe Ste 3000 Chicago IL 60606
Map
Phone: 800-345-6611
| Category: | Foreign Small/Mid Growth | | Fund Family: | Columbia | | Net Assets: | 3.47B | | Year-to-Date Return: | 44.71% | | Yield: | 1.62% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Sep-92 |
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P. Zachary Egan
Lead Manager since
31-Dec-99 | | | Egan is a Portfolio Manager and Director of International Research of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 1999. Egan became Vice President of the Trust since 2003. Egan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 75% of total assets in stocks of foreign companies based in developed and emerging markets. It primarily invests in a majority of its net assets in small- and mid-sized companies with market capitalizations of less than $5 billion at the time of purchase. |
| Last Dividend
(10-Jun-09):
| 0.53 | | Last Cap Gain
(11-Jun-08):
| 0.60 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 82.29% |
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| Expense | ACINX | Category
Avg | | Total Expense Ratio: | 0.96%
| 1.63% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ 306 | $674 | | 5 Yr Expense Projection*: |
$ 531 | $1,075 | | 10 Yr Expense Projection*: |
$ 1,178 | $2,136 |
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0.17% Nasdaq 0.00%
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