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Address And Details

P. O. Box 219104 , Kansas City, MO 64121-9104
Fund Manager Stephen Kusmierczak
Manager Tenure 6 Years

Strategy And Objective

Columbia Acorn International Select SM (the Fund) seeks long-term capital appreciation. Under normal circumstances, the Fund invests at least 65% of its net assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom). The Fund also may invest up to 35% of its total assets in companies in emerging markets (for example, China, India and Brazil). The Fund generally invests in at least three countries other than the United States but may invest up to 25% of its total assets in securities of U.S. issuers. Under normal circumstances, the Fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the MSCI ACWI ex USA Growth Index (Net), the Fund's primary benchmark, (the Index) at the time of purchase (between $1.1 billion and $1.9 trillion as of March 31, 2021). The market capitalization range and composition of companies in the Index are subject to change. As such, the size of the companies in which the Fund invests may change. As long as an investment continues to meet the Fund s other investment criteria, the Fund may continue to hold and make new investments in a security even if the company s market capitalization grows beyond the market capitalization of the largest company within the Index or falls below the market capitalization of the smallest company within the Index. Columbia Wanger Asset Management, LLC, the Fund's investment adviser (the Investment Manager), believes that stocks of small- and mid-sized companies, which generally are not as well known by financial analysts as larger companies, may offer higher return potential than stocks of larger companies. The Fund also may invest in larger-sized companies. The Investment Manager from time to time emphasizes one or more sectors in selecting the Fund s investments. The Fund invests in a limited number of foreign companies (generally between 30-60), offering the potential to provide above-average growth over time. In pursuit of the Fund s objective, the portfolio managers will take advantage of the research and stock-picking capabilities of the Investment Manager and will generally concentrate the Fund s investments in those sectors, companies, geographic regions or industries that the portfolio managers believe offer the best investment return potential. The Investment Manager typically seeks companies with: A strong business franchise that offers growth potential. Products and services in which the company has a competitive advantage. A stock price the Investment Manager believes is reasonable relative to the assets and earning power of the company. The Investment Manager may sell a portfolio holding if the security reaches the Investment Manager's price target, if the company has a deterioration of fundamentals, such as failing to meet key operating benchmarks, or if the Investment Manager believes other securities are more attractive. The Investment Manager also may sell a portfolio holding to fund redemptions.

Net Asset Value

as of 5:20 PM ET 01/18/2022

Performance

  • 1 Week
  • -5.69%
  • 1 Month
  • -12.24%
  • 3 Months
  • -15.43%
  • 1 Yr Return
  • -7.83%
  • 5 Yr Return
  • +41.03%

Equity Sector Breakdown

Technology 31.65%
IndustrialCyclical 23.66%
Finance 10.65%
Services 9.83%
ConsumerDurables 6.48%
Health 4.28%
NonDurables 1.76%
Energy n/a
RetailTrade n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
ForeignStocks 98.99%
Stocks 98.99%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 235.16 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -4.83 -1.80 -3.65
Beta 1.03 0.98 0.90
R Squared 0.83 0.79 0.65
Std Deviation 19.72 17.01 14.57
Sharpe Ratio 1.10 0.94 n/a

Purchase Information

as of 5:27 PM ET 01/14/2022
Minimum Initial $2000
Minimum Additional $0
Minimum Initial IRA $1000

Performance

Timeframe Average Annual Current Performance Monthly As Of 12/31/2021 Average Annual Current Performance Quarterly As Of 12/31/2021 Avg Annual Current Performance Monthly As Of 12/31/2021 Avg Annual Current Performance Quarterly As Of 12/31/2021
1 Year
  • +10.49%
  • +10.49%
+10.49% +10.49%
3 Year
  • +20.32%
  • +20.32%
+20.32% +20.32%
10 Year
  • +10.31%
  • +10.31%
+10.31% +10.31%
Life Of Fund
  • +7.07%
  • +7.07%
+7.07% +7.07%

Top 10 Holdings

Symbol Company Name % Of Assets
HEXAb.ST HEXAGON AB-B 5.59%
DPH.L DECHRA PHARMACEUTICALS PLC 4.28%
NEKG.DE NEMETSCHEK AG 4.12%
6098 RECRUIT HOLDINGS CO LTD 3.97%
LONN.S LONZA GROUP - REG 3.94%
SECTb.ST SECTRA AB 3.90%
IMCD.AS IMCD GROUP NV 3.80%
RTOKY RENTOKIL INITIAL PLC 3.78%
RMV RIGHTMOVE PLC 3.64%
4966.TWO PARADE TECHNOLOGIES LTD 3.47%

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