Columbia Contrarian Core’s effective team and disciplined process have consistently delivered for investors, making it a solid choice in the large-blend Morningstar Category.
Columbia Contrarian Core Inst SMGIX
- NAV / 1-Day Return 35.38 / 0.00
- Total Assets 14.2 Bil
-
Adj. Expense Ratio
- 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 0.53%
- Turnover 40%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.11 | 946.9 Mil | Technology |
Apple Inc | 6.33 | 843.3 Mil | Technology |
NVIDIA Corp | 5.70 | 758.5 Mil | Technology |
Amazon.com Inc | 4.78 | 636.2 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.23 | 429.6 Mil | Communication Services |
Alphabet Inc Class A | 2.49 | 331.1 Mil | Communication Services |
Alphabet Inc Class C | 2.16 | 287.1 Mil | Communication Services |
Elevance Health Inc | 1.97 | 262.0 Mil | Healthcare |
Chevron Corp | 1.91 | 254.0 Mil | Energy |
Columbia Short-Term Cash | 1.90 | 253.0 Mil | Cash and Equivalents |