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Columbia Contrarian Core Fund Class Z (SMGIX)

22.26
Net Asset Value
-1.33%
1 Day
+5.75%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.84%
Expense Ratio
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 month0.00% 3 years+10.82%
3 months+7.37% 5 years+16.94%
1 year+16.84% Since inception+9.29%
Data through --

Peer Comparisonvs. Large blend

 SMGIXCategory
Performance 5-yr return+16.94%+10.10%
Expense ratio0.84%1.03%
Risk 5 year sharpe ratio1.221.05
Net assets$9.9B$4.1B
Average market cap$85.1B$105.1B
Average P/E21.119.9
Portfolio turnover60%60%

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Fund Management and Purchase Info

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

Holdings

U.S. stock89.58%
International stock4.87%
Cash3.46%
Fixed income2.09%
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 Apple3.39%
VZ Verizon3.23%
JNJ Johnson & Johnson3.00%
GOOG Google2.94%
BRKB Berkshire Hathaway2.93%
MSFT Microsoft2.67%
C Citigroup2.60%
PFE Pfizer2.50%
JPM JPMorgan Chase2.48%
CMCSA Comcast2.44%