Columbia Contrarian Core’s strong team and effective process make it a good choice for large-blend investors.
Columbia Contrarian Core Fund Institutional Class SMGIX
- NAV / 1-Day Return 41.42 / +0.12 %
- Total Assets 17.9B
-
Adj. Expense Ratio
0.730%
- Expense Ratio 0.730%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.30%
- Turnover 48%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SMGIX
Will SMGIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.17 | 1B | Technology |
Apple Inc | 5.77 | 1B | Technology |
Microsoft Corp | 5.71 | 1B | Technology |
Amazon.com Inc | 5.54 | 974M | Consumer Cyclical |
Alphabet Inc Class A | 3.61 | 635M | Communication Services |
Broadcom Inc | 3.40 | 598M | Technology |
Alphabet Inc Class C | 2.94 | 518M | Communication Services |
Texas Instruments Inc | 2.07 | 365M | Technology |
Eli Lilly and Co | 2.02 | 356M | Healthcare |
Meta Platforms Inc Class A | 1.99 | 351M | Communication Services |
United States