LCCCX Mutual Fund

LCCCX Mutual Fund

NAV$33.99
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Fund Essentials - as of May 31, 2026

Net Assets
$280M
Expense Ratio
1.73%
Dividend Yield (Current)
8.16%
Holdings
79
Inception Date
Dec 9, 2002
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.90%
1 Year+15.78%
3 Year+17.72%
5 Year+11.32%
10 Year+13.46%

Asset Allocation

Stocks: 97.43%
Cash: 1.30%
Other: 1.27%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.8.23%
AAPLApple, Inc6.32%
MSFTMicrosoft Corp6.00%
AMZNAmazon.Com Inc5.38%
AVGOBroadcom Inc3.46%
Top 10 Concentration: 41.93%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
8.16%
Frequency
Annually
Latest Distribution
$4.40
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LCCCX Mutual Fund Overview

LCCCX Mutual Fund (Columbia Contrarian Core Fund class C) is managed by Columbia Threadneedle Investments with $279.9M in net assets. LCCCX expense ratio is 1.73%, holding 79 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2002-12-09.

LCCCX performance shows a YTD return of 8.90%. The 1-year return is 15.78% and the 5-year return is 11.32%. LCCCX dividend yield stands at 8.16%, paid annually.

LCCCX top holdings include Nvidia Corp. (8.2%), Apple, Inc (6.3%), Microsoft Corp (6.0%), Amazon.Com Inc (5.4%), Broadcom Inc (3.5%). Go to all LCCCX holdings, LCCCX sectors, or LCCCX dividends.

LCCCX can be compared against other funds. Use LCCCX overlap to find shared positions, or LCCCX vs another fund for a side-by-side view. LCCCX alternatives are available via the screener, along with tax-loss harvesting opportunities.