Columbia Contrarian Core Fund Institutional Class (SMGIX)

26.01
Net Asset Value
+0.04%
1 Day
+0.58%
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-5.28% 3 years+9.96%
3 months+4.48% 5 years+14.30%
1 year+15.52% Since inception+9.91%
Data through --

Peer Comparisonvs. Large blend

 SMGIXCategory
Performance 5-yr return+14.30%+14.24%
Expense ratio0.79%0.98%
Risk 5 year sharpe ratio1.531.37
Net assets$12.2B$5.6B
Average market cap$133.5B$126.0B
Average P/E24.923.7
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureGuy Pope / 12 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock94.79%
International stock3.03%
Cash2.18%
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
JPM JPMorgan Chase3.78%
AAPL Apple3.56%
BRKB Berkshire Hathaway3.35%
MSFT Microsoft3.27%
FB Facebook3.20%
GOOG Google3.12%
C Citigroup2.96%
WFC Wells Fargo2.84%
PM Philip Morris2.75%
FDX FedEx2.70%