Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX) Research
The fund's primary objective is to generate a comprehensive return for investors, encompassing both significant long-term capital growth and a steady stream of income. Typically, the fund allocates a minimum of 80% of its total net assets (which includes any funds acquired through borrowing for investment) to common equity shares. Furthermore, under standard market conditions, at least 80% of these assets are strategically placed in the stocks of established U.S. corporations. These corporations generally possess market valuations exceeding $2 billion and are identified by the fund's manager as being undervalued, yet demonstrating strong potential for sustained appreciation and income generation over the long term. Up to 20% of the portfolio's net assets may also be diversified into international equities.
Market snapshot
- Symbol
- COFYX
- Price
- $43.58
- Day change
- +1.25%
- Market cap
- $18.7B
- 52-week range
- 36.64-44.16
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Large Cap Growth Fund Class I (ALLIX)
- American Funds Moderate Growth and Income Portfolio - Class F-1 (BLPFX)
- Causeway International Value Fund Class Institutional (CIVIX)
- Columbia Fds Srs Tr I, Strategic Income Fd Cl A (COSIX)
- American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX)
- MFS Mid Cap Growth Fund Class R6 (OTCKX)
- First Eagle Overseas Fund (SGOIX)
- T. Rowe Price Dividend Growth Fund (TADGX)
Open Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.