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Morningstar

Columbia Contrarian Core A LCCAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 30.54  /  0.23 %
  • Total Assets 11.8 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 0.22%
  • Turnover 40%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 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.

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the LCCAX 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 LCCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid large-blend manager.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Columbia Contrarian Core’s stable, experienced team and simple, balanced process earn its share classes Morningstar Analyst Ratings of Silver, Bronze, or Neutral depending on fees.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LCCAX

More LCCAX Holdings
  • Current Portfolio Date
  • Equity Holdings 78
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.49
808,722,604
Technology

Apple Inc

6.02
649,440,018
Technology

Amazon.com Inc

4.20
453,630,610
Consumer Cyclical

NVIDIA Corp

3.24
349,810,432
Technology

Columbia Short-Term Cash

3.17
342,183,499
Cash and Equivalents

Berkshire Hathaway Inc Class B

2.75
297,014,102
Financial Services

Eli Lilly and Co

2.65
286,226,156
Healthcare

Meta Platforms Inc Class A

2.60
280,138,320
Communication Services

Alphabet Inc Class A

2.51
270,403,698
Communication Services

Alphabet Inc Class C

2.33
251,159,840
Communication Services