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Columbia Contrarian Core Inst (SMGIX)

43.83 +0.10 (+0.23%)
At close: 8:10:24 AM EDT
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  • Previous Close 43.73
  • YTD Return 12.12%
  • Expense Ratio 0.73%
  • Category Large Blend
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 18.53B
  • Beta (5Y Monthly) 1.00
  • Yield 0.29%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.13
  • Inception Date Oct 2, 2024

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.

Columbia Threadneedle

Fund Family

Large Blend

Fund Category

18.53B

Net Assets

2024-10-02

Inception Date

Performance Overview

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Trailing returns as of 10/27/2026. Category is Large Blend.

YTD Return

SMGIX
12.12%
Category
5.31%

1-Year Return

SMGIX
15.01%
Category
20.31%

3-Year Return

SMGIX
22.34%
Category
6.48%

5-Year Return

SMGIX
13.59%
Category
11.78%

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