Columbia Contrarian Core Fund Class Z (SMGIX)

22.16
Net Asset Value
-1.29%
1 Day
+2.36%
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+0.32% 3 years+18.19%
3 months+5.17% 5 years+14.68%
1 year+15.58% Since inception+9.50%
Data through --

Peer Comparisonvs. Large blend

 SMGIXCategory
Performance 5-yr return+14.68%+12.97%
Expense ratio0.87%1.13%
Risk 5 year sharpe ratio1.060.97
Net assets$5.9B$3.8B
Average market cap$84.6B$104.1B
Average P/E20.117.5
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. stock94.84%
International stock3.36%
Cash1.80%
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 Apple4.45%
C Citigroup4.11%
MDT Medtronic PLC3.05%
JPM JPMorgan Chase3.02%
CVS CVS Caremark2.82%
CMCSA Comcast2.78%
VZ Verizon2.76%
MSFT Microsoft2.48%
GOOG Google2.43%
HON Honeywell2.42%

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