Columbia Contrarian Core Fund Class S SMGEX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 42.30  /  +0.57 %
  • Total Assets 18.2B
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.30%
  • Turnover 48%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

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 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.93 1B
Technology

Apple Inc

5.95 1B
Technology

Microsoft Corp

5.05 919M
Technology

Amazon.com Inc

4.82 876M
Consumer Cyclical

Alphabet Inc Class A

3.24 589M
Communication Services

Broadcom Inc

3.12 567M
Technology

Alphabet Inc Class C

2.63 479M
Communication Services

Eli Lilly and Co

2.51 456M
Healthcare

Micron Technology Inc

2.44 443M
Technology

Meta Platforms Inc Class A

2.33 424M
Communication Services

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