KOKSF - Columbia Acorn International Fund Q4 2024 Commentary
2025-02-23 09:00:00 ET
Summary
- Columbia Acorn International Fund's Institutional Class shares returned -12.80% in Q4 2024, underperforming the MSCI EAFE Small Mid Cap Growth Index's -8.13% return.
- Positive sector contributions came from materials and health care, while industrials, financials, and information technology sectors weighed heavily on performance.
- Key performers included Recruit Holdings and Niterra, while Hypoport and Safestore Holdings were notable detractors due to macroeconomic and sector-specific challenges.
- The outlook remains cautious, particularly in the U.K., with potential for broader performance leadership beyond U.S. mega-cap AI beneficiaries.
Average annual total returns (%) for period ending December 31, 2024
Columbia Acorn International |
3-mon. |
1-year |
3-year |
5-year |
10-year |
Institutional Class |
-12.80 |
-4.82 |
-8.93 |
-0.39 |
3.16 |
Class A without sales charge |
-12.88 |
-5.09 |
-9.16 |
-0.65 |
2.90 |
Class A with 5.75% maximum sales charge |
-17.88 |
-10.54 |
-10.94 |
-1.82 |
2.30 |
MSCI EAFE Small Mid Cap Growth Index ('Net') |
-8.13 |
1.56 |
-5.68 |
1.61 |
4.99 |
MSCI EAFE Index ('Net') |
-8.11 |
3.82 |
1.65 |
4.73 |
5.20 |