Mutual Funds - Profile

Columbia Contrarian Core Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in companies in the United States.

The investment process is designed to identify companies that are out of favor but exhibiting fundamentally strong business metrics.

The fund may also invest up to 20% of its net assets in securities of foreign issuers.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology-related sectors.

Price

  • Last Close
  • $36.28
    +0.1
  • 52 Week HL
  • $37.79 - $26.45
  • Net Assets
  • $12752 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Microsoft Corporation 5.97
Apple Inc 5.40
Amazon Com 4.49
Comcast Corporation 2.89
Mastercard Incorporated 2.65
Company Holding
Raytheon Company 2.61
Berkshire Hathaway 2.31
Alphabet Inc 2.28
TE Connectivity 2.06
Johnson & Johnson 2.03
Total 32.69%

Manager

  • Name
  • Guy Pope
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
16.5 % YTD

  • 3 Year
  • 65.84%
  • 5 Year
  • 90.63%
  • Best
  • 27.64%
    2013
  • Worst
  • -8.79%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
COFYX 18%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 7.1% -18.2% 14.2% -2.4% 6.8% 0.6% 1.3% 1.1% 11.6% - -
Q2 8.4% 20.5% 3.5% 4.1% 3.9% 1.7% 1.8% 5.2% 3.8% -100% -
Q3 -1.1% 8.7% 1.2% 7.4% 4.2% 4.3% -7.2% 1.6% 6.1% -100% -
Q4 - 5.9% 2.9% -15% 5.1% 1.9% 7.9% 4.6% 3.7% 3% -

Returns +
M

J F M A M J J A S O N D
2021 -1.4% 4.3% 4.2% 5.3% 1% 1.9% 1.9% 2.4% -5.2% - - -
2020 0.1% -7.8% -11.4% 13.2% 4.4% 2% 6% 7.4% -4.5% -3.1% 12.9% -3.3%

Annual Return

Index Comparison

Alpha

NAV