Columbia Contrarian Core Fund Institutional 3 Class
COFYX
NASDAQ
| Weiss Ratings | COFYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | COFYX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Guy W. Pope (21), Harvey Liu (0), Nicholas Smith (0), 1 other | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | COFYX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Contrarian Core Fund Institutional 3 Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Nov 08, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | COFYX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.37% | |||
| Dividend | COFYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.89% | |||
| Asset Allocation | COFYX-NASDAQ | Click to Compare |
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| Cash | 2.64% | |||
| Stock | 97.36% | |||
| U.S. Stock | 95.35% | |||
| Non-U.S. Stock | 2.01% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | COFYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.91% | |||
| 30-Day Total Return | 0.46% | |||
| 60-Day Total Return | -0.02% | |||
| 90-Day Total Return | 2.82% | |||
| Year to Date Total Return | 12.91% | |||
| 1-Year Total Return | 13.28% | |||
| 2-Year Total Return | 34.50% | |||
| 3-Year Total Return | 88.99% | |||
| 5-Year Total Return | 81.72% | |||
| Price | COFYX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | COFYX-NASDAQ | Click to Compare |
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| Nav | $45.12 | |||
| 1-Month Low NAV | $44.59 | |||
| 1-Month High NAV | $45.87 | |||
| 52-Week Low NAV | $36.64 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $45.87 | |||
| 52-Week High Price (Date) | Oct 09, 2026 | |||
| Beta / Standard Deviation | COFYX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 12.63 | |||
| Balance Sheet | COFYX-NASDAQ | Click to Compare |
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| Total Assets | 18.53B | |||
| Operating Ratios | COFYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.61% | |||
| Turnover Ratio | 48.00% | |||
| Performance | COFYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.06% | |||
| Last Bear Market Total Return | -16.27% | |||