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Morningstar

Columbia Contrarian Core Inst SMGIX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 28.93  /  0.17 %
  • Total Assets 11.0 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.43%
  • Turnover 49%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis SMGIX

Will SMGIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SMGIX 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 SMGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SMGIX

More SMGIX Holdings
  • 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

Microsoft Corp

6.83
793,847,830
Technology

Apple Inc

6.21
721,045,248
Technology

Amazon.com Inc

4.10
476,329,370
Consumer Cyclical

NVIDIA Corp

3.83
445,297,591
Technology

Berkshire Hathaway Inc Class B

2.73
317,385,187
Financial Services

Alphabet Inc Class A

2.50
290,387,427
Communication Services

Eli Lilly and Co

2.50
289,975,174
Healthcare

Alphabet Inc Class C

2.40
278,783,965
Communication Services

Meta Platforms Inc Class A

2.40
278,603,514
Communication Services

Columbia Short-Term Cash

2.21
256,227,415
Cash and Equivalents