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Columbia Contrarian Core A LCCAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 37.05  /  +0.38 %
  • Total Assets 14.7 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 0.31%
  • Turnover 40%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 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 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.15 1.0 Bil
Technology

NVIDIA Corp

6.82 966.7 Mil
Technology

Apple Inc

6.74 956.0 Mil
Technology

Amazon.com Inc

4.54 644.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.30 468.3 Mil
Communication Services

Alphabet Inc Class A

2.49 352.4 Mil
Communication Services

Columbia Short-Term Cash

2.17 306.9 Mil
Cash and Equivalents

Alphabet Inc Class C

2.15 304.7 Mil
Communication Services

Elevance Health Inc

1.89 268.1 Mil
Healthcare

JPMorgan Chase & Co

1.81 257.1 Mil
Financial Services