Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Columbia Contrarian Core S (SMGEX)

33.45
+0.02
+(0.06%)
At close: 8:02:13 PM EDT
Loading Chart for SMGEX
  • Previous Close 33.43
  • YTD Return -4.71%
  • Expense Ratio 0.74%
  • Category Large Blend
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 13.72B
  • Beta (5Y Monthly) 1.00
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend 0.21
  • Inception Date Dec 14, 1992

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

13.72B

Net Assets

1992-12-14

Inception Date

Performance Overview: SMGEX

View More

Trailing returns as of 4/29/2025. Category is Large Blend.

YTD Return

SMGEX
4.71%
Category
5.31%
 

1-Year Return

SMGEX
6.37%
Category
20.31%
 

3-Year Return

SMGEX
9.22%
Category
6.48%
 

5-Year Return

SMGEX
18.63%
Category
11.78%
 

Holdings: SMGEX

View More

Sector Weightings

SectorSMGEX
Technology   33.30%
Healthcare   13.34%
Industrials   7.27%
Energy   3.08%
Utilities   2.49%
Real Estate   1.29%

Recent News: SMGEX

View More

Research Reports: SMGEX

View More

Top Mutual Funds