Columbia Acorn International Select Z
227 W Monroe Ste 3000 Chicago IL 60606
Map
Phone: 800-345-6611
| Category: | Foreign Small/Mid Growth | | Fund Family: | Columbia | | Net Assets: | 205.43M | | Year-to-Date Return: | -2.94% | | Yield: | 0.55% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Nov-98 |
|
Christopher J. Olson
Lead Manager since
30-Sep-01 | | | Olson has been a member of the international analytical team at CWAM since January 2001. Olson is also a vice president of Columbia Acorn Trust and the portfolio manager of Columbia Acorn International Select. Prior to joining CWAM, Olson was most recently a director and portfolio strategy analyst with UBS Asset Management Brinson Partners. Olson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term growth of capital. The fund invests at least 65% of total assets in foreign companies in developed markets. It also may invest up to 35% of total assets in companies in emerging markets. The fund invests in at least three countries other than the United States but may invest up to 25% of total assets in securities of U.S. issuers. It may invest primarily in the stocks of small- and medium sized companies with market capitalizations under $25 billion. |
| Last Dividend
(11-Jun-08):
| 0.04 | | Last Cap Gain
(11-Jun-08):
| 0.54 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 82.43% |
|
| Expense | ACFFX | Category
Avg | | Total Expense Ratio: | 1.18%
| 1.58% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$375 | $686 | | 5 Yr Expense Projection*: |
$649 | $1,066 | | 10 Yr Expense Projection*: |
$1,432 | $2,114 |
|
|
0.14% Nasdaq 
0.27%
Profile
