Nasdaq - Delayed Quote USD
Columbia Contrarian Core A (LCCAX)
32.97
+0.26
+(0.79%)
At close: 8:04:20 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.41% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -5.72% |
| 5y Average Return | 15.01% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LCCAX | Category Average | LCCAX | Category Average | LCCAX | Category Average | |
| Alpha | -0.06 | -0.01 | -0.22 | -0.01 | -0.58 | -0.01 |
| BETA | 0.99 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.84 | 0.01 | 1.53 | 0.01 | 1.03 | 0.01 |
| R-squared | 98.43 | 0.94 | 97.76 | 0.95 | 97.84 | 0.95 |
| Standard Deviation | 17.34 | 0.17 | 17.14 | 0.19 | 15.51 | 0.15 |
| Sharpe Ratio | 0.32 | 0 | 0.91 | 0.01 | 0.67 | 0.01 |
| Treynor Ratio | 4.37 | 0.03 | 15.51 | 0.1 | 9.86 | 0.1 |
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