Columbia Contrarian Core Z
One Financial Center Boston MA 02111
Map
Phone: 800-422-3737
| Category: | Large Blend | | Fund Family: | Columbia | | Net Assets: | 250.57M | | Year-to-Date Return: | 27.50% | | Yield: | 0.89% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Dec-92 |
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Guy Pope
Lead Manager since
31-Mar-05 | | | Pope is a Director of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 1993. He holds the charted financial analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return, consisting of long-term capital appreciation and current income. The fund normally invests at least 80% of net assets in common stocks. It may also invests at least 80% of net assets in equity securities of U.S. companies that have large market capitalizations (generally over 2 billion) that have the potential for long-term growth and current income. The fund may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. |
| Last Dividend
(5-Dec-08):
| 0.10 | | Last Cap Gain
(10-Dec-07):
| 1.47 | | Annual Holdings Turnover
| 106.00% | | Average for Category:
| 78.94% |
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| Expense | SMGIX | Category
Avg | | Total Expense Ratio: | 0.94%
| 1.08% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 315 | $776 | | 5 Yr Expense Projection*: |
$ 547 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,213 | $2,371 |
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