SGIEX : Columbia Contrarian Core Fund Class V

SGIEX is a US Stocks Market Large Blend with HIGH fees.

SGIEX

Columbia Contrarian Core Fund Class V

FI Score

55 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

55% FI Score
  • sgiex
  • Mutual Fund
  • US Stocks
  • Large Blend

Columbia Contrarian Core Fund Class V

Expenses: 1.03% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks total return, consisting of long-term capital appreciation and current income. 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.

Largest Holdings

Amount Holding
6.29% Microsoft Corp
5.96% Amazon.com Inc
5.50% Apple Inc
3.93% Berkshire Hathaway Inc Class B
2.95% Johnson & Johnson
2.55% Comcast Corp Class A
2.42% JPMorgan Chase & Co
2.28% Mastercard Inc A
2.15% Medtronic PLC
2.11% Philip Morris International Inc
2.10% Facebook Inc A
2.09% Alphabet Inc Class C
1.99% Fidelity National Information Services Inc
1.98% Alphabet Inc A
1.80% Lowe's Companies Inc
1.76% Chevron Corp
1.60% BlackRock Inc
1.58% Intel Corp
1.50% Northrop Grumman Corp
1.50% Adobe Inc
1.49% Citigroup Inc
1.47% Union Pacific Corp
1.44% Merck & Co Inc
1.41% Pfizer Inc
1.40% Activision Blizzard Inc

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