LFFBX: Columbia Acorn International Select Fund - MutualFunds.com
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Columbia Acorn International Select B

LFFBX - Snapshot

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return -0.8%
  • 5 Yr Annualized Return 1.3%
  • Net Assets $120 M
  • Holdings in Top 10 38.0%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 2.36%

SALES FEES

  • Front Load N/A
  • Deferred Load 5.00%

BROKERAGE FEES

  • Turnover 59.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

Closed to new investors as of Feb 29, 2008
  • Standard (Taxable) $2,000
  • IRA $1,000

Fund Classification

  • Primary Theme N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Foreign Large Growth

Compare LFFBX to Popular Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$107.52

+0.32%

$1.22 T

-

$0.00

13.53%

0.14%

$220.37

+0.44%

$1.22 T

0.98%

$2.15

13.55%

0.03%

$389.41

+0.46%

$739.47 B

1.39%

$5.39

13.50%

0.03%

$393.08

+0.20%

$739.47 B

-

$0.00

13.41%

0.14%

$67.34

+0.45%

$405.62 B

1.99%

$1.34

12.07%

0.08%

LFFBX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return -1.6%
  • 5 Yr Annualized Total Return 1.0%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.10%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Columbia Acorn International Select Fund
  • Fund Family Name
    Columbia
  • Inception Date
    Oct 16, 2000
  • Shares Outstanding
    N/A
  • Share Class
    B
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Andreas Waldburg-Wolfegg

Fund Description

Under normal circumstances, the fund invests at least 65% of its net assets in foreign companies in developed markets. It 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. It normally invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $25 billion at the time of initial investment.


LFFBX - Performance

Return Ranking - Trailing

Period LFFBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 5.7% 31.2% N/A
1 Yr -5.3% -41.0% 7.7% N/A
3 Yr -0.8%* -14.7% 11.8% N/A
5 Yr 1.3%* -12.3% 7.1% N/A
10 Yr 3.6%* -0.5% 11.2% N/A

* Annualized

Return Ranking - Calendar

Period LFFBX Return Category Return Low Category Return High Rank in Category (%)
2020 N/A -51.1% -12.8% N/A
2019 N/A 12.4% 41.8% N/A
2018 N/A -17.9% 6.8% N/A
2017 N/A -14.4% 15.9% N/A
2016 N/A -28.4% -0.3% N/A

Total Return Ranking - Trailing

Period LFFBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 5.7% 31.2% N/A
1 Yr -10.0% -29.4% 7.7% N/A
3 Yr -1.6%* -4.4% 14.6% N/A
5 Yr 1.0%* -6.1% 10.6% N/A
10 Yr 3.6%* -0.5% 15.3% N/A

* Annualized

Total Return Ranking - Calendar

Period LFFBX Return Category Return Low Category Return High Rank in Category (%)
2020 N/A -38.6% -9.1% N/A
2019 N/A 19.2% 45.1% N/A
2018 N/A -12.9% 8.2% N/A
2017 N/A -13.9% 17.0% N/A
2016 N/A -21.9% 4.8% N/A

LFFBX - Holdings

Concentration Analysis

LFFBX Category Low Category High LFFBX % Rank
Net Assets 120 M 9.94 M 8.92 B N/A
Number of Holdings 41 33 352 N/A
Net Assets in Top 10 42.2 M 1.55 M 1.73 B N/A
Weighting of Top 10 37.97% 9.7% 55.6% N/A

Top 10 Holdings

  1. CCL Industries Inc B- Non-Voting 6.00%
  2. Partners Group Holding AG 5.09%
  3. Novozymes A/S B 5.06%
  4. Wirecard AG 4.08%
  5. Distribuidora Internacional De Alimentacion SA 3.56%
  6. Eutelsat Communications 3.06%
  7. Sony Financial Holdings Inc 2.80%
  8. Largan Precision Co Ltd 2.79%
  9. WH Smith PLC 2.77%
  10. Geberit AG 2.76%

Asset Allocation

Weighting Return Low Return High LFFBX % Rank
Stocks
99.40% 89.69% 100.25% N/A
Other
0.60% 0.00% 10.32% N/A
Preferred Stocks
0.00% 0.00% 1.89% N/A
Convertible Bonds
0.00% 0.00% 0.00% N/A
Cash
0.00% -0.24% 8.11% N/A
Bonds
0.00% 0.00% 0.00% N/A

Stock Sector Breakdown

Weighting Return Low Return High LFFBX % Rank
Consumer Cyclical
22.99% 3.55% 31.37% N/A
Technology
20.15% 4.52% 42.17% N/A
Industrials
15.43% 4.33% 33.73% N/A
Healthcare
11.43% 1.56% 24.43% N/A
Financial Services
11.27% 2.79% 22.19% N/A
Communication Services
7.63% 0.00% 6.25% N/A
Consumer Defense
3.56% 0.38% 15.77% N/A
Basic Materials
2.76% 0.00% 9.47% N/A
Energy
2.14% 0.00% 11.52% N/A
Real Estate
2.04% 0.00% 9.16% N/A
Utilities
0.00% 0.00% 4.60% N/A

Stock Geographic Breakdown

Weighting Return Low Return High LFFBX % Rank
Non US
97.97% 55.81% 100.05% N/A
US
1.43% 0.00% 38.06% N/A

LFFBX - Expenses

Operational Fees

LFFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 2.36% 0.01% 3.26% N/A
Management Fee 0.94% 0.00% 1.75% N/A
12b-1 Fee 0.75% 0.00% 1.00% N/A
Administrative Fee 0.05% 0.02% 0.30% N/A

Sales Fees

LFFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load 5.00% 0.00% 4.00% N/A

Trading Fees

LFFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 1.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

LFFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 59.00% 7.00% 213.01% N/A

LFFBX - Distributions

Dividend Yield Analysis

LFFBX Category Low Category High LFFBX % Rank
Dividend Yield 0.00% 0.00% 0.03% N/A

Dividend Distribution Analysis

LFFBX Category Low Category High Category Mod
Dividend Distribution Frequency Semi-Annually Annually Semi-Annually Annually

Net Income Ratio Analysis

LFFBX Category Low Category High LFFBX % Rank
Net Income Ratio 0.10% -1.07% 2.08% N/A

Capital Gain Distribution Analysis

LFFBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Dividend Payout History

View More +

LFFBX - Fund Manager Analysis

Managers

Andreas Waldburg-Wolfegg


Start Date

Tenure

Tenure Rank

May 01, 2015

0.92

0.9%

Portfolio Manager and Analyst of Columbia Wanger Asset Management; associated with the Adviser or its predecessors as an investment professional since 2002. Mr. Waldburg-Wolfegg began his investment career in 1993 and earned an M.A. from the University of St. Andrews, Scotland.

Stephen Kusmierczak


Start Date

Tenure

Tenure Rank

Jan 01, 2016

0.25

0.3%

Stephen Kusmierczak, CFA, portfolio Manager and Analyst of Columbia Wanger Asset Management; associated with Columbia Wanger Asset Management or its predecessors as an investment professional since 2001. Mr. Kusmierczak began his investment career in 1999 and earned a B.A. from Bowdoin College and an M.P.A. from Princeton University, Woodrow Wilson School of Public and International Affairs.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.02 25.59 8.9 6.97