ACFEX Mutual Fund

ACFEX Mutual Fund (Columbia Acorn Trust Acorn International Select Fund Class S) is managed by Columbia Threadneedle Investments with $11.9M in net assets. ACFEX expense ratio is 0.86%, holding 63 positions across sectors including Industrials, Financials, Materials. Inception date: 2024-10-02.

ACFEX performance shows a YTD return of 9.57%. The 1-year return is 16.22% and the 5-year return is -0.39%. ACFEX dividend yield stands at 3.57%, paid semi-annually.

ACFEX top holdings include ASML HOLDING NV (6.3%), Recruit Holdings Co Ltd (4.1%), Schneider Electric (3.4%), Airbus Se (3.3%), Tokyo Electron Ltd (2.9%). Go to all ACFEX holdings, ACFEX sectors, or ACFEX dividends.

ACFEX can be compared against other funds. Use ACFEX overlap to find shared positions, or ACFEX vs another fund for a side-by-side view. ACFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.