Morningstar

Columbia Contrarian Core Fund Institutional 2 Class COFRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 44.84  /  +0.16 %
  • Total Assets 18.6B
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.34%
  • Turnover 48%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis COFRX

Will COFRX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable COFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the COFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of COFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A good record of profiting off pessimism.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Columbia Contrarian Core’s strong team and effective process make it a good choice for large-blend investors.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings COFRX

More COFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.87 2B
Technology

Microsoft Corp

6.70 1B
Technology

Apple Inc

6.07 1B
Technology

Amazon.com Inc

5.13 955M
Consumer Cyclical

Broadcom Inc

3.23 600M
Technology

Alphabet Inc Class A

3.00 558M
Communication Services

Alphabet Inc Class C

2.44 453M
Communication Services

Micron Technology Inc

2.38 443M
Technology

Eli Lilly and Co

2.36 439M
Healthcare

Meta Platforms Inc Class A

2.31 429M
Communication Services

Sponsor Center