Columbia named Harvey Liu, Nick Smith, and Mike Welter as comanagers in Columbia Contrarian Core’s prospectus, joining lead manager Guy Pope. The comanagers have all effectively served in those roles for 13 years or longer, vetting portfolio names and contributing to portfolio decisions, but the firm previously did not list them on the fund’s prospectus; they’ve now been added to reflect their contributions, according to a Columbia spokesperson. Because the only change here is the naming of the comanagers on regulatory filings, the news does not affect the fund’s Above Average People rating or its Morningstar Medalist Ratings.
- NAV / 1-Day Return 38.06 / +1.82 %
- Total Assets 16.3B
-
Adj. Expense Ratio
0.980%
- Expense Ratio 0.980%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.10%
- Turnover 48%
USD | NAV as of Feb 07, 2026 | 1-Day Return as of Feb 07, 2026, 1:11 AM GMT+0
Morningstar’s Analysis LCCAX
Will LCCAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.34 | 1B | Technology |
Microsoft Corp | 7.40 | 1B | Technology |
Apple Inc | 6.31 | 1B | Technology |
Amazon.com Inc | 4.63 | 746M | Consumer Cyclical |
Alphabet Inc Class A | 3.33 | 536M | Communication Services |
Alphabet Inc Class C | 2.95 | 475M | Communication Services |
Eli Lilly and Co | 2.69 | 434M | Healthcare |
Broadcom Inc | 2.66 | 428M | Technology |
Meta Platforms Inc Class A | 2.40 | 387M | Communication Services |
Bank of America Corp | 2.19 | 352M | Financial Services |
United States