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Columbia Acorn Emerging Markets Fund Institutional 3 Class (CPHRX)

11.54 +0.05 (+0.44%)
At close: July 10 at 8:00 PM EDT

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in companies located in emerging market countries, including frontier market countries. Emerging market countries are those countries whose economies are developing or emerging from underdevelopment (for example, China, India, Poland and Turkey). It invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $10 billion at the time of initial investment.

Columbia Acorn Emerging Markets Fund Institutional 3 Class

Columbia Acorn Trust
227 W Monroe Ste 3000
800-345-6611

Fund Overview

Category Diversified Emerging Mkts
Fund Family Columbia
Net Assets 32.05M
YTD Return -14.12%
Yield 0.00%
Morningstar Rating
Inception Date Jun 13, 2013

Fund Operations

Last Dividend 0.21
Last Cap Gain 0.00
Holdings Turnover 31.00%
Average for Category --

Fees & Expenses

Expense CPHRX Category Average
Annual Report Expense Ratio (net) 1.19% 1.23%
Prospectus Net Expense Ratio 1.19% --
Prospectus Gross Expense Ratio 1.77% --
Max 12b1 Fee 0.00% --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 501 --
5 Yr Expense Projection 905 --
10 Yr Expense Projection 2,036 --

Management Information

Satoshi Matsunaga, Lead Manager since May 01, 2015
Mr. Matsunaga,CFA, has been associated with the Columbia Wanger Asset Management, LLC or its predecessors as an investment professional since 2005 and has been a Vice President of the Trust since 2015. Mr. Matsunaga began his investment career in 2004 and earned a B.A. in Economics from Keio University (Tokyo) and an M.B.A from the University of Michigan.

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.

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