Columbia Acorn International C 227 W Monroe Ste 3000 Chicago IL 60606 Map
Phone: 800-345-6611
| Category: | Foreign Small/Mid Growth | | Fund Family: | Columbia | | Net Assets: | 115.96M | | Year-to-Date Return: | -19.12% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Oct-00 |
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P. Zachary Egan
Lead Manager since
01-May-03 | | | Egan is a co-portfolio manager of Columbia Wanger Asset Management and vice president of Columbia Acorn Trust. He is also the director of international research since December 2004. He has been a member of the international team since 1999. Prior to that time, he was a research fellow with the Robert Bosch Foundation in Stuttgart. 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
(8-Dec-06):
| 0.03 | | Last Cap Gain
(11-Jun-08):
| 0.60 | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 81.35% |
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| Expense | LAICX | Category Avg | | Total Expense Ratio: | 1.99%
| 1.60% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$627 | $687 | | 5 Yr Expense Projection*: |
$1,078 | $1,067 | | 10 Yr Expense Projection*: |
$2,327 | $2,113 |
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