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Columbia Contrarian Core Fund Class I: (MF: SMGIX)

(NASDAQ Mutual Funds) As of Sep 15, 2026 05:11 PM ET

$42.92 USD

-0.17 (-0.39%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 12.32 56
3 months 2.40 62
6 months 13.58 8
1 Year 18.64 49
3 Year 20.36 19
5 Year 12.43 19
10 Year 14.83 9

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 106.66
Bear Market (10/07 - 2/09) -46.09
Bull Market (2/09 - 3/21) 1,322.12

Load Adjusted Returns as of Aug 31, 2026

1 Year 20.04
5 Year 12.63
10 Year 14.94
Since Inception 10.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.63 15.16 NA NA
2025 -4.74 11.55 7.67 2.57
2024 10.46 5.38 3.49 2.37
2023 8.71 11.05 -3.00 12.81
2022 -2.97 -16.32 -5.69 6.35
2021 7.11 8.32 -1.10 8.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.3217.3723.3432.11-18.5724.2822.2832.96-8.9521.678.64
% Total Return Rel to Index -0.42-0.84-1.675.86-0.36-4.393.881.47-4.56-0.12-3.29
% Total Return Rel to Peer -1.952.317.5016.82-7.78-0.0514.077.32-1.394.26-2.68
% Perf Quintile vs Peer* 4.002.001.001.005.004.001.001.004.001.005.00
% Dividends 0.000.130.210.180.130.160.230.290.280.240.20
% Yield 0.000.300.330.360.480.410.680.971.170.850.84
Capital Gains ($) 0.002.723.220.782.464.392.111.291.901.260.17
Expense Ratio 0.730.730.720.730.740.750.770.780.770.800.82

* 1 = Top 20%, 5 = Bottom 20%