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Columbia Contrarian Core Z (SMGIX)

22.76 Up 0.03(0.13%) Sep 19
Prev Close:22.73
YTD Return*:9.27%
Net Assets*:4.86B
Yield*:0.66%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SMGIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL5.3230.61
JPM3.434.02
C3.11-0.23
CVX2.934.62
VZ2.814.52

Fund Basics

Morningstar Overall Rating:
Total Assets:4.86B
Category:Large Blend
Annual Report Expense Ratio (net):0.89%

Performance & Risk

YTD Return:9.27%
5y Avg Return:17.45%
Rank in Category (ytd):38
% Rank in Category (ytd):2.33%
Beta (3y):1.07
Morningstar Risk Rating:4

Fund Summary

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. View More
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