Columbia Contrarian Core Fund Class Z (SMGIX)

21.17
Net Asset Value
+1.20%
1 Day
+2.72%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.89%
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.

Performance

1 month-6.29% 3 years+20.01%
3 months-3.73% 5 years+14.12%
1 year+10.56% Since inception+9.44%
Data through --

Peer Comparisonvs. Large blend

 SMGIXCategory
Performance 5-yr return+14.12%+14.10%
Expense ratio0.89%1.15%
Risk 5 year sharpe ratio1.121.03
Net assets$4.9B$3.5B
Average market cap$75.2B$97.7B
Average P/E19.018.0
Portfolio turnover47%47%

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 / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock96.14%
Cash2.27%
International stock1.59%
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 Apple Inc5.44%
JPM JPMorgan Chase & Co3.37%
C Citigroup Inc3.13%
CVX Chevron Corp3.03%
VZ Verizon Communications Inc2.74%
CVS CVS Health Corp2.44%
BRKB Berkshire Hathaway Inc Class B2.36%
HON Honeywell International Inc2.18%
CMCSA Comcast Corp Class A2.15%
GS Goldman Sachs Group Inc2.12%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.