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Columbia Contrarian Core Fund Institutional 3 Class COFYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $45.40  /  +0.67 %
  • Fund Size $18.6B
  • Adjusted Expense Ratio 0.610%
  • Net Expense Ratio 0.610%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.37%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

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 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.21 2B
Technology

Microsoft Corp

6.80 1B
Technology

Apple Inc

6.38 1B
Technology

Amazon.com Inc

4.94 916M
Consumer Cyclical

Broadcom Inc

3.24 600M
Technology

Alphabet Inc Class A

3.04 563M
Communication Services

Meta Platforms Inc Class A

2.93 542M
Communication Services

Micron Technology Inc

2.73 506M
Technology

Columbia Short-Term Cash

2.64 489M
Cash and Equivalents

Alphabet Inc Class C

2.48 459M
Communication Services

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