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Columbia Acorn International R (CACRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
25.50-0.09 (-0.35%)
At close: 08:00PM EDT

Columbia Acorn International R

Chicago, IL 60606

227 W Monroe Ste 3000

Columbia Acorn Trust

3126349200
Management Information
,Lead Manager since November 8, 2023
Nitisha Bosamia is a Portfolio Manager in the Global Equities team. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since May 2015. Before joining the group, Nitisha was a fund analyst at Pantheon, a UK-based global private equity firm. Nitisha graduated in 2013 with a Bachelor’s degree in Economics (Hons) from Durham University. She holds the Investment Management Certificate and has passed CFA Level III.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Small/Mid Growth
Fund FamilyColumbia Threadneedle
Net Assets1.1B
YTD Return-1.89%
Yield0.00%
Morningstar Rating★★
Inception DateAug 1, 2011

Fund Operations

Last Dividend0.21
Last Cap Gain18.00
Holdings Turnover46.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCACRXCategory Average
Annual Report Expense Ratio (net)1.48%1.30%
Prospectus Net Expense Ratio1.48%N/A
Prospectus Gross Expense Ratio1.53%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A