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Columbia Contrarian Core Fund Institutional Class (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-0.42% 3 years+9.71%
3 months+4.18% 5 years+16.10%
1 year+17.86% Since inception+9.59%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+16.10%+12.91%
Expense ratio0.81%0.98%
Risk 5 year sharpe ratio1.501.33
Net assets$11.3B$5.1B
Average market cap$117.0B$132.8B
Average P/E23.022.2
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureGuy Pope / 12 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock92.99%
International stock3.43%
Fixed income0.00%
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 Apple3.84%
JPM JPMorgan Chase3.58%
FB Facebook3.36%
MSFT Microsoft3.29%
BRKB Berkshire Hathaway3.17%
C Citigroup3.02%
GOOG Google2.95%
PM Philip Morris2.92%
JNJ Johnson & Johnson2.69%
WFC Wells Fargo2.63%