Columbia Contrarian Core Fund Institutional Class (SMGIX)

25.06
Net Asset Value
-1.26%
1 Day
-3.09%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.79%
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 month+2.71% 3 years+8.67%
3 months-7.74% 5 years+12.94%
1 year+12.30% Since inception+9.50%
Data through --

Peer Comparisonvs. Large blend

 SMGIXCategory
Performance 5-yr return+12.94%+11.72%
Expense ratio0.79%0.97%
Risk 5 year sharpe ratio1.211.11
Net assets$11.2B$5.3B
Average market cap$122.2B$125.1B
Average P/E22.021.5
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureGuy Pope / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock95.51%
International stock3.19%
Cash1.30%
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 Apple4.32%
JPM JPMorgan Chase3.95%
FB Facebook3.43%
MSFT Microsoft3.39%
PM Philip Morris3.11%
GOOG Google3.08%
C Citigroup2.98%
BRKB Berkshire Hathaway2.78%
FDX FedEx2.65%
JNJ Johnson & Johnson2.48%