Investment objective & strategy
As of April 25, 2025 · prospectusObjective. Columbia Acorn European Fund SM (the Fund) seeks long-term capital appreciation.
Strategy. Under normal circumstances, the Fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in European companies. Under normal circumstances, the Fund invests at least 70% of its total assets in companies in Western European countries (for example, the United Kingdom, Germany, France and Italy), but also may invest up to 30% of its total assets in companies in emerging Central and Eastern European countries (for example, Poland, the Czech Republic, Turkey and Cyprus). For purposes of the Fund's policies, the Fund may invest in a company if (i) it is domiciled in, or the principal trading market for its securities is in, a European country, (ii) it derives 50% or more of its economic … Under normal circumstances, the Fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in European companies. Under normal circumstances, the Fund invests at least 70% of its total assets in companies in Western European countries (for example, the United Kingdom, Germany, France and Italy), but also may invest up to 30% of its total assets in companies in emerging Central and Eastern European countries (for example, Poland, the Czech Republic, Turkey and Cyprus). For purposes of the Fund's policies, the Fund may invest in a company if (i) it is domiciled in, or the principal trading market for its securities is in, a European country, (ii) it derives 50% or more of its economic value from goods produced, sales made or services performed or has at least 50% of its assets in a European country or countries or (iii) it is a holding company that predominantly holds shares in such companies. The Fund may invest in a variety of countries, industries and sectors and does not attempt to invest a specific percentage of its assets in any given country, industry or sector. Under normal circumstances, the Fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the MSCI AC Europe Small Cap Index (Net) (the Index) at the time of purchase (between $ 250.4 million and $ 9.9 billion as of March 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund may at times emphasize one or more sectors in selecting its investments, including the financials and industrials sectors.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| ELIS SA | — | $1.01M | 3.03% |
| QUILTER PLC | — | $792.24K | 2.37% |
| NEXANS SA | — | $727.94K | 2.17% |
| SPIE SA | — | $715.23K | 2.14% |
| GLANBIA PLC COMMON STOCK | GLB | $712.43K | 2.13% |
| TECHNIP ENERGIES | — | $706.84K | 2.11% |
| STOREBRAND ASA | — | $702.91K | 2.10% |
| UNIPHAR PLC | UPR | $697.46K | 2.08% |
| HERA SPA | — | $691.58K | 2.07% |
| CVS GROUP PLC COMMON STOCK GBP.002 | CVSG LN | $678.44K | 2.03% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| iShares MSCI Europe Small-Cap ETF · IEUS | 16% | 0.41% |
| Columbia Variable Portfolio - Acorn International Fund · WSCAX | 14% | 1.08% |
| iShares MSCI United Kingdom Small-Cap ETF · EWUS | 14% | 0.59% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Expense ratio as of April 25, 2025, from the fund's prospectus.
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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