Columbia Contrarian Core Fund (SMGIX) Research

The Columbia Contrarian Core Fund generally allocates at least 80% of its total net assets, encompassing any borrowed funds, to common equity holdings. Furthermore, under typical market conditions, a minimum of 80% of its net assets are invested in U.S.-based companies with significant market capitalizations, generally exceeding $2 billion. The fund's manager targets these U.S. firms specifically because they are believed to be undervalued, while also offering solid prospects for sustained growth and recurring income. The fund also retains the option to dedicate up to 20% of its net assets to non-U.S. securities.

Market snapshot

Symbol
SMGIX
Price
$42.20
Day change
+1.27%
Market cap
$18.5B
52-week range
35.49-42.76
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Causeway International Value Fund (CIVVX)
  • Dodge & Cox Balanced Fund (DODBX)
  • Janus Henderson Forty Fund (JARTX)
  • Northern Stock Index Fund (NOSIX)
  • T. Rowe Price Health Sciences Fund (PRHSX)
  • First Eagle Overseas Fund (SGOIX)
  • T. Rowe Price Dividend Growth Fund (TADGX)
  • USAA 500 Index Fund (USPRX)

Open Columbia Contrarian Core Fund (SMGIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.