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.
Columbia Contrarian Core A LCCAX
- NAV / 1-Day Return 33.07 / −0.54 %
- Total Assets 13.4 Bil
-
Adj. Expense Ratio
- 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 0.32%
- Turnover 40%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.42 | 1.0 Bil | Technology |
Apple Inc | 6.05 | 834.5 Mil | Technology |
NVIDIA Corp | 5.75 | 793.2 Mil | Technology |
Amazon.com Inc | 4.75 | 655.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.51 | 484.9 Mil | Communication Services |
Columbia Short-Term Cash | 2.33 | 321.7 Mil | Cash and Equivalents |
Alphabet Inc Class A | 2.13 | 294.3 Mil | Communication Services |
Alphabet Inc Class C | 1.92 | 265.5 Mil | Communication Services |
Elevance Health Inc | 1.86 | 257.0 Mil | Healthcare |
JPMorgan Chase & Co | 1.83 | 253.1 Mil | Financial Services |