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Columbia Contrarian Core A LCCAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 34.30  /  +0.06 %
  • Total Assets 13.8 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.32%
  • Turnover 40%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LCCAX

Will LCCAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Consistent.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Columbia Contrarian Core’s effective team and disciplined process have consistently delivered for investors, making it a solid choice in the large-blend Morningstar Category.

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Portfolio Holdings LCCAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.50 1.0 Bil
Technology

Apple Inc

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Technology

NVIDIA Corp

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Technology

Amazon.com Inc

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Consumer Cyclical

Meta Platforms Inc Class A

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Communication Services

Alphabet Inc Class A

2.02 270.7 Mil
Communication Services

Elevance Health Inc

1.85 248.4 Mil
Healthcare

Alphabet Inc Class C

1.78 239.1 Mil
Communication Services

AbbVie Inc

1.77 238.0 Mil
Healthcare

JPMorgan Chase & Co

1.75 235.1 Mil
Financial Services