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.
Columbia Contrarian Core A LCCAX
- NAV / 1-Day Return 34.30 / +0.06 %
- Total Assets 13.8 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 | 6.44 | 864.2 Mil | Technology |
NVIDIA Corp | 5.29 | 709.3 Mil | Technology |
Amazon.com Inc | 4.79 | 642.6 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.65 | 489.4 Mil | 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 |