Columbia Contrarian Core Fund Class S SMGEX

Morningstar Medalist Rating
  • NAV / 1-Day Return$42.68  /  +1.86%
  • Fund Size$17.8B
  • Adjusted Expense Ratio0.730%
  • Net Expense Ratio0.730%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.29%
  • Turnover Ratio56%

Morningstar’s Analysis SMGEX

Will SMGEX outperform in the future?

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

A good record of profiting off pessimism.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Columbia Contrarian Core’s strong team and effective process make it a good choice for large-blend investors.

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Portfolio Holdings SMGEX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.212B
Technology

Microsoft Corp

6.801B
Technology

Apple Inc

6.381B
Technology

Amazon.com Inc

4.94916M
Consumer Cyclical

Broadcom Inc

3.24600M
Technology

Alphabet Inc Class A

3.04563M
Communication Services

Meta Platforms Inc Class A

2.93542M
Communication Services

Micron Technology Inc

2.73506M
Technology

Columbia Short-Term Cash

2.64489M
Cash and Equivalents

Alphabet Inc Class C

2.48459M
Communication Services

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