Columbia Contrarian Core Z
(SMGIX)
US Markets Closed
AdChoices
21.17
+0.21
+0.99%
:

Previous Close

20.96

Net Assets

1.77B

Yield

0.66%

Front load

None

Expenses

0.89%

Category

Large Blend

Morningstar Risk

Average

Morningstar Rating ★★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • SMGIX

  • Category

    • 2013

    • 35.73%

    • -

    • 2012

    • 18.67%

    • -

    • 2011

    • -0.93%

    • -

    • 2010

    • 16.21%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 11.44%

      • 14.59%

      • 4.95%

      • Q2

      • 3.27%

      • -4.43%

      • 0.60%

      • Q3

      • 6.72%

      • 7.89%

      • -15.99%

      • Q4

      • 10.51%

      • 0.45%

      • 11.70%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Apple Inc

        • 5.44

        • 2,569,371

        • 0

        • JPMorgan Chase & Co

        • 3.37

        • 2,747,998

        • 0

        • Citigroup Inc

        • 3.13

        • 2,932,586

        • 0

        • Chevron Corp

        • 3.03

        • 1,131,958

        • 85,900

        • Verizon Communications Inc

        • 2.74

        • 2,662,678

        • 93,080

        • CVS Health Corp

        • 2.44

        • 1,487,037

        • 0

        • Berkshire Hathaway Inc Class B

        • 2.36

        • 833,223

        • 108,410

        • Honeywell International Inc

        • 2.18

        • 1,109,689

        • 0

        • Comcast Corp Class A

        • 2.15

        • 1,898,648

        • 35,000

        • Goldman Sachs Group Inc

        • 2.12

        • 573,750

        • 107,340

        • Name

        • Rating

        • YTD Return %

          • Steward Large Cap Enhanced Index Inst

          • ★★★★★
          • 3.61

          • Parnassus Core Equity Institutional

          • ★★★★★
          • 4.09

          • AMG FQ Tax-Managed US Equity Instl

          • ★★★★★
          • 2.23

          • MassMutual Select Focused Value R5

          • ★★★★★
          • 0.62

          • Fidelity Advisor® Large Cap I

          • ★★★★★
          • 2.66

          • Columbia Large Cap Enhanced Core Z

          • ★★★★★
          • 4.65

          • Oakmark II

          • ★★★★★
          • 2.14

          • Invesco Equally-Wtd S&P 500 Y

          • ★★★★★
          • 3.36

          • MassMutual Select Focused Value Adm

          • ★★★★★
          • 0.41

          • MassMutual Select Focused Value Svc

          • ★★★★★
          • 0.53

          • Name

          • SMGIX

          • Category

            • Expense Ratio

            • 0.89%

            • 1.09%

            • Net Assets

            • 1.77B

            • 1.04B

            • Dividend Yield

            • 1.95%

            • 2.38

            • Price/Book

            • 2.28

            • 2.51

            • Price/Sales

            • 1.85

            • 1.86

            • Price/Cash Flow

            • 5.74

            • 5.67

            Profile

            Name of Issuer

            Columbia

            Fund Style

            Open

            Fund Manager

            Guy Pope

            Investment Style

            Large Blend

            The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income.

            Purchase Information

            Initial Purchase 2,000
            Initial Purchase: IRA 1,000
            Initial Purchase: AIP 100
            Front load None
            Back Load None

            Inception

            12/14/1992