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 Inst2 COFRX
- NAV / 1-Day Return 38.78 / +0.94 %
- Total Assets 14.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.650%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.51%
- Turnover 40%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis COFRX
Will COFRX 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 36.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.87 | 1.0 Bil | Technology |
Apple Inc | 6.72 | 981.8 Mil | Technology |
NVIDIA Corp | 6.55 | 956.6 Mil | Technology |
Amazon.com Inc | 4.40 | 642.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.81 | 409.8 Mil | Communication Services |
Columbia Short-Term Cash | 2.18 | 318.5 Mil | Cash and Equivalents |
Alphabet Inc Class A | 2.02 | 295.0 Mil | Communication Services |
JPMorgan Chase & Co | 1.92 | 280.9 Mil | Financial Services |
Alphabet Inc Class C | 1.87 | 273.1 Mil | Communication Services |
Elevance Health Inc | 1.85 | 269.9 Mil | Healthcare |