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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
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.


1 month+1.92% 3 years+15.71%
3 months-2.86% 5 years+14.74%
1 year+8.64% Since inception+9.01%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.74%+11.68%
Expense ratio0.87%1.08%
Risk 5 year sharpe ratio1.140.97
Net assets$6.1B$3.6B
Average market cap$78.9B$93.0B
Average P/E19.717.6
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


U.S. stock91.33%
International stock5.58%
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 Apple4.04%
JPM JPMorgan Chase2.91%
CVS CVS Caremark2.86%
MDT Medtronic PLC2.82%
BRKB Berkshire Hathaway2.81%
VZ Verizon2.68%
AXP American Express2.66%
-- 2.49%
CMCSA Comcast2.35%
JNJ Johnson & Johnson2.35%

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