Columbia Acorn European Fund Quote
| CAEAX Fund | USD 24.64 0.21 0.85% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Columbia Acorn is trading at 24.64 as of the 27th of November 2024; that is 0.85% down since the beginning of the trading day. The fund's open price was 24.85. Columbia Acorn has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Columbia Acorn European are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in European companies. It invests at least 70 percent of its total assets in companies in Western European countries, but also may invest up to 30 percent of its total assets in companies in emerging Central and Eastern European countries.. More on Columbia Acorn European
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Funds, Europe Stock Funds, Europe Stock, Columbia Threadneedle (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Columbia Acorn European [CAEAX] is traded in USA and was established 27th of November 2024. Columbia Acorn is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Europe Stock category and is part of Columbia Threadneedle family. This fund currently has accumulated 68.33 M in assets under management (AUM) with no minimum investment requirementsColumbia Acorn European is currently producing year-to-date (YTD) return of 1.32% with the current yeild of 0.02%, while the total return for the last 3 years was -8.76%.
Check Columbia Acorn Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Acorn European Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Acorn European Mutual Fund Constituents
| ATAZF | Atea ASA | Pink Sheet | Information Technology Services | |
| PGPHF | Partners Group | Pink Sheet | Asset Management | |
| SIM | Grupo Simec SAB | Stock | Materials | |
| SICRF | SimCorp AS | Pink Sheet | Software—Application |
Columbia Acorn European Risk Profiles
| Mean Deviation | 0.776 | |||
| Standard Deviation | 0.9837 | |||
| Variance | 0.9676 | |||
| Risk Adjusted Performance | (0.11) |
Columbia Acorn Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Acorn financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Acorn security.
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