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Columbia Acorn European C (CAECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.80-0.09 (-0.39%)
As of 08:00PM EDT. Market open.

Columbia Acorn European C

Chicago, IL 60606

227 W Monroe Ste 3000

Columbia Acorn Trust

3126349200
Management information
,Lead manager since 8 November 2023
Mine Tezgul is a portfolio manager in the European equities team. She manages the European smaller companies strategy and jointly manages the pan European small cap opportunities strategy. Mine joined the company in 2018 as an equity analyst and became a portfolio manager in 2019 and head of small cap European equities in 2022. Before joining the company, Mine was as an equity analyst focusing on developed market equities at Lansdowne Partners, SAC Global Investors and Highbridge Capital Management. She started her career in 2005 with Citigroup as a financial analyst in investment banking. She holds a BA in Economics with General Honours from the University of Chicago and an MBA with Distinction from INSEAD.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryEurope Stock
Fund familyColumbia Threadneedle
Net assets52.81M
YTD return0.69%
Yield0.00%
Morningstar rating★★
Inception date18 Aug 2011

Fund operations

Last dividend0.13
Last cap gain8.00
Holdings turnover23.00%
Average for categoryN/A

Fees and expenses

ExpenseCAECXCategory average
Annual report expense ratio (net)1.20%1.04%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio1.54%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A