ACFEX Mutual Fund

ACFEX Mutual Fund (Columbia Acorn Trust Acorn International Select Fund Class S) is managed by Columbia Threadneedle Investments with $12.7M in net assets. ACFEX expense ratio is 0.86%, holding 62 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2024-10-02.

ACFEX performance shows a YTD return of 5.61%. The 1-year return is 14.93% and the 5-year return is -0.39%. ACFEX dividend yield stands at 3.70%, paid semi-annually.

ACFEX top holdings include Asml Holding N.V. (4.8%), Airbus Se (3.0%), Schneider Electric (3.0%), BT GROUP PLC (2.8%), Taisei Corp (2.8%). 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.