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Columbia Contrarian Core V SGIEX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 28.12  /  0.21 %
  • Total Assets 11.0 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 Limited
  • TTM Yield 0.21%
  • Turnover 49%

Morningstar’s Analysis SGIEX

Will SGIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

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Portfolio Holdings SGIEX

  • Current Portfolio Date
  • Equity Holdings 79
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.83
793,847,830
Technology
6.21
721,045,248
Technology
4.10
476,329,370
Consumer Cyclical
3.83
445,297,591
Technology
2.73
317,385,187
Financial Services
2.50
290,387,427
Communication Services
2.50
289,975,174
Healthcare
2.40
278,783,965
Communication Services
2.40
278,603,514
Communication Services

Columbia Short-Term Cash

2.21
256,227,415
Cash and Equivalents