Columbia Contrarian Core Fund Class Z (SMGIX)

21.91
Net Asset Value
-0.90%
1 Day
+1.20%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.87%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities.

Performance

1 month-1.75% 3 years+17.12%
3 months+1.20% 5 years+14.94%
1 year+13.12% Since inception+9.63%
Data through --

Peer Comparisonvs. Large blend

 SMGIXCategory
Performance 5-yr return+14.94%+13.88%
Expense ratio0.87%1.14%
Risk 5 year sharpe ratio1.171.07
Net assets$5.9B$3.9B
Average market cap$79.5B$102.1B
Average P/E18.318.1
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureGuy Pope / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock92.22%
Cash4.51%
International stock3.27%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 20.67%
Industrial materials 15.92%
Energy 13.96%
Consumer goods 10.38%
Hardware 8.90%
Top 10 Holdings
Portfolio weighting
AAPL Apple4.35%
MDT Medtronic PLC3.70%
C Citigroup3.69%
CVS CVS Caremark2.86%
VZ Verizon2.74%
CMCSA Comcast2.67%
JPM JPMorgan Chase2.58%
GOOG Google2.50%
HON Honeywell2.47%
MSFT Microsoft2.45%

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