Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Columbia Contrarian Core Fund Class Z (SMGIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-0.54% 3 years+9.59%
3 months-0.09% 5 years+15.08%
1 year+8.44% Since inception+9.25%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.08%+14.71%
Expense ratio0.84%1.02%
Risk 5 year sharpe ratio1.431.24
Net assets$9.9B$4.1B
Average market cap$86.0B$114.7B
Average P/E21.020.0
Portfolio turnover60%60%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureGuy Pope / 11 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock92.66%
Fixed income2.38%
International stock1.86%
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 Apple3.44%
BRKB Berkshire Hathaway3.17%
VZ Verizon3.04%
-- 2.93%
C Citigroup2.82%
MSFT Microsoft2.70%
JPM JPMorgan Chase2.61%
FB Facebook2.57%
JNJ Johnson & Johnson2.42%
CMCSA Comcast2.36%