Morningstar

Columbia Contrarian Core Fund Institutional 3 Class COFYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 43.69  /  +0.55 %
  • Total Assets 18.2B
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.39%
  • Turnover 48%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis COFYX

Will COFYX 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 COFYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the COFYX 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 COFYX’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

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Portfolio Holdings COFYX

More COFYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.93 1B
Technology

Apple Inc

5.95 1B
Technology

Microsoft Corp

5.05 919M
Technology

Amazon.com Inc

4.82 876M
Consumer Cyclical

Alphabet Inc Class A

3.24 589M
Communication Services

Broadcom Inc

3.12 567M
Technology

Alphabet Inc Class C

2.63 479M
Communication Services

Eli Lilly and Co

2.51 456M
Healthcare

Micron Technology Inc

2.44 443M
Technology

Meta Platforms Inc Class A

2.33 424M
Communication Services

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