SMGEX Mutual Fund
SMGEX Mutual Fund
SMGEX Mutual Fund
Columbia Contrarian Core Fund Class S
SMGEX Mutual Fund Overview
SMGEX Mutual Fund (Columbia Contrarian Core Fund Class S) is managed by Columbia Threadneedle Investments with $1.16B in net assets. SMGEX expense ratio is 0.73%, holding 79 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2024-10-02.
SMGEX performance shows a YTD return of 9.51%. The 1-year return is 16.95% and the 5-year return is 12.43%. SMGEX dividend yield stands at 6.58%, paid annually.
SMGEX top holdings include Nvidia Corp (8.9%), Microsoft Corp (6.7%), Apple, Inc (6.1%), Amazon.Com Inc (5.1%), Broadcom Inc (3.2%). Go to all SMGEX holdings, SMGEX sectors, or SMGEX dividends.
SMGEX can be compared against other funds. Use SMGEX overlap to find shared positions, or SMGEX vs another fund for a side-by-side view. SMGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.