Nasdaq - Delayed Quote USD
Columbia Contrarian Core S (SMGEX)
33.69
+0.24
+(0.72%)
At close: May 1 at 6:47:43 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.59% |
| 5y Average Return | 0.00% |
| Number of Years Up | -- |
| Number of Years Down | -- |
| Best 1Y Total Return (Apr 30, 2025) | -- |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | -- |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SMGEX
Category
- YTD
- -4.71%
- 5.31%
- 1-Month
- -6.01%
- -4.19%
- 3-Month
- -4.71%
- 3.90%
- 1-Year
- 6.37%
- 20.31%
- 3-Year
- 9.22%
- 6.48%
- 5-Year
- 18.63%
- 11.78%
- 10-Year
- 12.08%
- 10.96%
- Last Bull Market
- 17.59%
- 25.56%
- Last Bear Market
- -16.32%
- -15.11%
Annual Total Return (%) History
Year
SMGEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.71% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 73 |
| 3-Month | 65 |
| 1-Year | 50 |
| 3-Year | 20 |
| 5-Year | 22 |
Load Adjusted Returns
| 1-Year | 6.37% |
| 3-Year | 9.22% |
| 5-Year | 18.63% |
| 10-Year | 12.08% |
Performance & Risk
| YTD Return | -5.59% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Columbia Threadneedle |
| Net Assets | 13.72B |
| YTD Return | -4.71% |
| Yield | -- |
| Morningstar Rating | |
| Inception Date | Dec 14, 1992 |
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.
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