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Columbia Acorn European Fund Class A (CAEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.97-0.01 (-0.04%)
At close: 8:00PM EDT

Columbia Acorn European Fund Class A

Columbia Acorn Trust

227 W Monroe Ste 3000

Chicago, IL 60606

Management Information
Stephen Kusmierczak,Lead Manager since August 18, 2011
Mr. Kusmierczak has served as Co-Portfolio Manager. He has been associated with Columbia Wanger Asset Management, LLC, or its predecessors, as an investment professional since 2001 and has been a Vice President of Columbia Acorn Trust since 2011. Mr. Kusmierczak began his investment career in 1999 and earned a B.A. from Bowdoin College and an M.P.A. from Princeton University, Woodrow Wilson School of Public and International Affairs.
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

CategoryEurope Stock
Fund FamilyColumbia
Net Assets70.16M
YTD Return-6.50%
Morningstar Rating★★★★★
Inception DateAug 18, 2011

Fund Operations

Last Dividend0.13
Last Cap Gain0.00
Holdings Turnover30.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCAEAXCategory Average
Annual Report Expense Ratio (net)1.45%1.24%
Prospectus Net Expense Ratio1.45%N/A
Prospectus Gross Expense Ratio1.87%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.38%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection1,091N/A
5 Yr Expense Projection1,491N/A
10 Yr Expense Projection2,607N/A