Columbia Contrarian Core’s effective team and disciplined process have consistently delivered for investors, making it a solid choice in the large-blend Morningstar Category.
Columbia Contrarian Core Inst3 COFYX
- NAV / 1-Day Return 38.34 / +0.71 %
- Total Assets 14.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.600%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.56%
- Turnover 40%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:19 PM GMT+0
Morningstar’s Analysis COFYX
Will COFYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.15 | 1.0 Bil | Technology |
NVIDIA Corp | 6.82 | 966.7 Mil | Technology |
Apple Inc | 6.74 | 956.0 Mil | Technology |
Amazon.com Inc | 4.54 | 644.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.30 | 468.3 Mil | Communication Services |
Alphabet Inc Class A | 2.49 | 352.4 Mil | Communication Services |
Columbia Short-Term Cash | 2.17 | 306.9 Mil | Cash and Equivalents |
Alphabet Inc Class C | 2.15 | 304.7 Mil | Communication Services |
Elevance Health Inc | 1.89 | 268.1 Mil | Healthcare |
JPMorgan Chase & Co | 1.81 | 257.1 Mil | Financial Services |