Columbia Contrarian Core Fund Class Z (SMGIX)

22.40
Net Asset Value
-0.36%
1 Day
+3.46%
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+6.24% 3 years+19.24%
3 months+3.84% 5 years+16.79%
1 year+16.90% Since inception+9.33%
Data through --

Peer Comparisonvs. Large blend

 SMGIXCategory
Performance 5-yr return+16.79%+13.88%
Expense ratio0.87%1.13%
Risk 5 year sharpe ratio1.121.04
Net assets$5.5B$3.7B
Average market cap$79.3B$99.2B
Average P/E18.816.8
Portfolio turnover65%65%

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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. stock94.74%
International stock3.07%
Cash2.20%
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 Apple4.53%
JPM JPMorgan Chase3.44%
C Citigroup3.35%
CMCSA Comcast2.85%
CVS CVS Caremark2.75%
HON Honeywell2.51%
BRKB Berkshire Hathaway2.47%
GS Goldman Sachs2.41%
MSFT Microsoft2.39%
BAC Bank of America2.37%

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