Columbia Contrarian Core Fund Class S
SMGEX
NASDAQ
| Weiss Ratings | SMGEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | SMGEX-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 | SMGEX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Contrarian Core Fund Class S | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Oct 02, 2024 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SMGEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.31% | |||
| Dividend | SMGEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.04% | |||
| Asset Allocation | SMGEX-NASDAQ | Click to Compare |
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| Cash | 0.82% | |||
| Stock | 99.18% | |||
| U.S. Stock | 97.59% | |||
| Non-U.S. Stock | 1.59% | |||
| 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 | SMGEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.42% | |||
| 30-Day Total Return | 9.22% | |||
| 60-Day Total Return | 5.58% | |||
| 90-Day Total Return | 4.38% | |||
| Year to Date Total Return | 3.97% | |||
| 1-Year Total Return | 27.47% | |||
| 2-Year Total Return | 38.10% | |||
| 3-Year Total Return | 79.11% | |||
| 5-Year Total Return | 79.44% | |||
| Price | SMGEX-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 | SMGEX-NASDAQ | Click to Compare |
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| Nav | $40.25 | |||
| 1-Month Low NAV | $37.03 | |||
| 1-Month High NAV | $40.30 | |||
| 52-Week Low NAV | $33.67 | |||
| 52-Week Low NAV (Date) | May 06, 2025 | |||
| 52-Week High NAV | $41.93 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | SMGEX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 13.34 | |||
| Balance Sheet | SMGEX-NASDAQ | Click to Compare |
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| Total Assets | 17.60B | |||
| Operating Ratios | SMGEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.73% | |||
| Turnover Ratio | 48.00% | |||
| Performance | SMGEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.96% | |||
| Last Bear Market Total Return | -16.32% | |||