Columbia Contrarian Core Fund Class T

 (MUTF:SGIEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.55%
   
1 week   +0.18%
   
4 week   +0.00%  
3 month   +7.30%
   
YTD   +6.36%
   
1 year   +16.54%
   
3 years*   +10.52%
   
5 years*   +16.62%
   
*annualized
Best 3 month return+31.14%  
Worst 3 month return-30.92%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years High Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets9.93B 
Front load5.75%  
Deferred load-  
Expense ratio1.09%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash3.46%  
Stocks94.45%  
Bonds0.00%  
Other2.09%  

Purchase information

Initial$2,000  
IRA Initial$1,000  
AIP Initial$100  
22.06+0.12(0.55%)
Sep 27, 8:00PM EDT Overall Morningstar RatingTM

Description

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. The fund may also invest up to 20% of its net assets in foreign securities.
Fund filings (PDF) »
Asset manager:
Guy Pope (Started: Mar 31, 2005)
Advisor Company:
Columbia Mgmt Investment Advisers, LLC
Fund family reports on Morningstar »
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.58 -0.36 -0.18 1.75
Beta* 1.00 1.00 1.05 1.02
Mean annual return 0.93 0.99 1.24 0.86
R-squared* 97.65 97.33 97.60 96.86
Standard deviation 13.18 11.05 12.41 15.75
Sharpe ratio 0.82 1.07 1.20 0.60
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 3.39%  
Verizon Communications Inc (VZ) 3.23%  
Johnson & Johnson (JNJ) 3.00%  
Alphabet Inc C (GOOG) 2.94%  
Berkshire Hathaway Inc B (BRK.B) 2.93%  
Microsoft Corp (MSFT) 2.67%  
Citigroup Inc (C) 2.60%  
Pfizer Inc (PFE) 2.50%  
JPMorgan Chase & Co (JPM) 2.48%  
Comcast Corp Class A (CMCSA) 2.44%