Nasdaq - Delayed Quote USD
Columbia Contrarian Core Inst3 (COFYX)
34.47
+0.03
+(0.09%)
At close: 8:04:09 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Raymond James
- Commonwealth Universe
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Scottrade TF
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- Securities America Inc.
- Morgan Stanley Portfolio Management
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Mid Atlantic Clearing and Settlement
Fund Summary
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 Overview
| Category | Large Blend |
| Fund Family | Columbia Threadneedle |
| Net Assets | 13.72B |
| YTD Return | -4.71% |
| Yield | 0.67% |
| Morningstar Rating | |
| Inception Date | Dec 14, 1992 |
Performance & Risk
| YTD Return | -5.62% |
| 5y Average Return | 15.44% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
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