Columbia Contrarian Core Fund Class Z (SMGIX)

22.46
Net Asset Value
+0.72%
1 Day
+3.74%
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-0.93% 3 years+19.89%
3 months+2.84% 5 years+18.98%
1 year+9.39% Since inception+9.59%
Data through --

Peer Comparisonvs. Large blend

 SMGIXCategory
Performance 5-yr return+18.98%+12.97%
Expense ratio0.87%1.10%
Risk 5 year sharpe ratio1.271.16
Net assets$6.2B$3.9B
Average market cap$83.2B$104.9B
Average P/E19.718.4
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureGuy Pope / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock92.42%
International stock3.93%
Cash3.64%
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 Apple4.25%
JPM JPMorgan Chase3.06%
MDT Medtronic PLC2.87%
VZ Verizon2.76%
C Citigroup2.73%
CVS CVS Caremark2.65%
AXP American Express2.51%
HON Honeywell2.42%
MSFT Microsoft2.33%
BLK BlackRock2.25%

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