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Columbia Contrarian Core Fund Class I: (MF: SMGIX)
(NASDAQ Mutual Funds) As of May 8, 2025 08:00 PM ET
$33.97 USD
+0.22 (0.65%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 1992 and is managed by the Columbia Management Advisors, Inc. The fund seeks to provide a relatively high total return through long-term capital appreciation and current income. The fund invests at least 80% of its net assets in equity securities, primarily common stocks, of U.S. companies with large (generally over $2 billion) market capitalization, that the advisor believes offer above-average growth and dividends. It focuses on stocks that are believed to be attractively priced relative to expectations for the future performance of the issuing company. The fund distributes dividends quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Contrarian Core Inst | SMGIX | NA | NA | 0.00 | 0.00 | 0.60 | 0.72 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Contrarian Core Z | SMGIX | 33.97 | 12/14/1992 | 0.57 | 6.36 | 9.22 | 18.63 |
| Columbia Contrarian Core C | LCCCX | 25.46 | 12/6/2002 | 0.00 | 5.31 | 8.15 | 17.45 |
| Columbia Contrarian Core A | LCCAX | 31.68 | 10/30/1998 | 0.33 | 6.10 | 8.95 | 18.33 |
| Columbia Contrarian Core R | CCCRX | 31.68 | 9/27/2010 | 0.08 | 5.83 | 8.68 | 18.03 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Contrarian Core Inst | SMGIX | 0 | 0 | 0 | A |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |