Columbia Acorn European Fd Cl A (CAEAX) Research

The fund seeks to generate long-term capital appreciation for its investors. To achieve this objective, it typically allocates a minimum of 80% of its net assets (including any assets acquired through borrowing for investment purposes) to companies located across Europe. More specifically, at least 70% of its total portfolio is committed to businesses in Western European nations. Additionally, the fund maintains the flexibility to invest up to 30% of its overall holdings in firms within emerging Central and Eastern European markets. Within this Central and Eastern European segment, it may dedicate as much as 10% of its total assets to companies operating in Russia and Ukraine.

Market snapshot

Symbol
CAEAX
Price
$25.57
Day change
-0.08%
Market cap
$35.6M
52-week range
22.43-29.76
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Tradr 2X Long ACHR Daily ETF (ARCX)
  • DoubleLine Shiller Enhanced International CAPE - Class N (DLEUX)
  • Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX)
  • Harbor Convertible Securities Fd Investor Class (HICSX)
  • Intl Developed Power Buffer ETF (IMAY)
  • Lazard Opportunistic Strategies Portfolio Open Shares (LCAOX)
  • Lazard Enhanced Opportunities Portfolio Open Shares (LEOOX)
  • Lazard Equity Franchise Portfolio Open Shares (LZFOX)

Open Columbia Acorn European Fd Cl A (CAEAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.