Nasdaq - Delayed Quote USD

Columbia Contrarian Core Inst3 (COFYX)

39.09 +0.44 (+1.14%)
At close: November 5 at 6:46 PM EST
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DELL
  • Previous Close 38.65
  • YTD Return 20.63%
  • Expense Ratio 0.60%
  • Category Large Blend
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 14.64B
  • Beta (5Y Monthly) 0.96
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.22
  • Inception Date Oct 2, 2024

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.

Columbia Threadneedle

Fund Family

Large Blend

Fund Category

14.64B

Net Assets

2024-10-02

Inception Date

Performance Overview: COFYX

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Trailing returns as of 11/4/2024. Category is Large Blend.

YTD Return

COFYX
20.63%
Category
5.31%
?

1-Year Return

COFYX
36.11%
Category
20.31%
?

3-Year Return

COFYX
12.11%
Category
6.48%
?

5-Year Return

COFYX
16.70%
Category
11.78%
?

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Holdings: COFYX

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Top 10 Holdings (37.08% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 7.07%
NVDA
NVIDIA Corporation 6.65%
AAPL
Apple Inc. 6.37%
AMZN
Amazon.com, Inc. 4.58%
META
Meta Platforms, Inc. 3.14%
GOOGL
Alphabet Inc. 2.05%
GOOG
Alphabet Inc. 1.96%
JPM
JPMorgan Chase & Co. 1.80%
ABBV
AbbVie Inc. 1.74%
ELV
Elevance Health, Inc. 1.72%

Sector Weightings

Recent News: COFYX

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Research Reports: COFYX

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