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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Collecting data for CACRX

Columbia quote and profile

 
 Companies |  Insiders  | Dashboard  
     
44.6
  
FUND
(0.19)  Macroaxis: -0.42 Down   0.42%  
Last 1 Month(s)
44.0145.88
 

Diversification Suggestion

Use Columbia to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Columbia Acorn Inter Trend or Check current 30 days Columbia correlation with market (S&P 500)
1 Month Beta 0.6  
Highest Price:  
Lowest Price:  
45.88  
44.01  
May 21 2013 
April 24 2013 
As returns on market increase, Columbia returns are expected to increase less than the market. However during bear market, the loss on holding Columbia will be expected to be smaller as well.
Columbia Acorn International R Small BetaColumbia Acorn Inter Beta Legend
CACRX United States NASDAQ
Columbia Acorn International R
Columbia
Foreign Small/Mid Growth
Benchmark S&P 500
Contact Number: 800. 345. 6611
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset7.18 B
Last Dividend Paid0.03
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.00 % No Change  
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
 thisRed CACRX CACRX agains markets  0.42 % Macroaxis: 0.42 Moved Down  
 
Compare to Competition Get Alpha   Get Advice
    
P Egan  Money Manager
Fund Manager since April 30, 2003
Egan is a Portfolio Manager and Director of International Research of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 1999. Egan became Vice President of the Trust sinc...
    

Columbia Price and Market Media

The median price of Columbia for the period between Wed, Apr 24, 2013 and Fri, May 24, 2013 is 45.37 with a coefficient of variation of 1.13. The daily time series for the period is distributed with a sample standard deviation of 0.51, arithmetic mean of 45.2, and mean deviation of 0.41. The Fund did not receive any noticable media coverage during the period.
Columbia         SP 500
Price Growth (%)
 

Columbia Summary

Columbia Acorn International R [CACRX] is traded in USA and was established in August 1, 2011. The fund is listed under Foreign Small/Mid Growth category and is part of Columbia family. This fund currently has accumulated 7.18 B in assets under management (AUM) with minimum initial investment of . Columbia Acorn International R is currently producing year-to-date (YTD) return of 4.07% with the current yeild of 0.98%, while the total return for the last 3 years was 22.25%.

Fund Instrument Allocation for Columbia

The fund consists of 97.04% investments in stocks, with the rest of investments allocated between various types of exotic instruments.
Past Market
Over 30
Days
7
Out Of
100
 
Chance of
Less
Than
32 %
 
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Columbia Research Report

Columbia vs. LAIAX

Correlation analysis and fundamentals comparison between Columbia Acorn Inter and Columbia Acorn Inter

Columbia Asset Under Management

Columbia Acorn International R is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Foreign Small/Mid Growth category is currently estimated at about 68.63 Billion. Columbia retains roughly 7.18 Billion in net asset claiming about 10% of all funds under Foreign Small/Mid Growth category.

Columbia Fundamentals

Price to Sales vs Holdings Turnover
One Year Return vs Five Year Return
Price to Sales vs Equity Positions Weight
Year to Date Return vs Five Year Return

Columbia vs Competition

Columbia vs. Columbia Acorn International A
Columbia vs. Columbia Acorn International R5
Columbia vs. Columbia Acorn International Z
Columbia vs. Columbia Acorn International I
Columbia vs. Columbia Acorn International B
Columbia vs. Columbia Acorn International C
Columbia vs. MFS International New Discovery 529A
Columbia vs. MFS International New Discovery R1
Columbia vs. MFS International New Discovery R4

Columbia May 24 2013 Opportunity Range

Downside Deviation0.7228
Information Ratio(0.21)
Maximum Drawdown1.8
Value At Risk(0.83)
Potential Upside0.8967

 
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