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Columbia Contrarian Core A (LCCAX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Contrarian Core A (LCCAX) Fund

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Graph of Columbia Contrarian Core A Fund (LCCAX) ManagerFund Manager - Guy W. Pope

Fund Manager Information

Fund Manager Tenure: 13.1 years
Similar Funds: LCCBX  LCCCX 
Fund Family: Columbia
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Guy Pope is a senior vice president and senior portfolio manager for Columbia Management. Mr. Pope joined Columbia Management in 1993 and has been a member of the investment community since 1993. Mr. Pope earned a B.A. in political economics from Colorado College and an M.B.A. from Northwestern University. In addition, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Security Analysts of Portland.  Get more insights on Guy W. Pope

 

Graph of Columbia Contrarian Core A Fund (LCCAX) ProfileColumbia Contrarian Core A Fund (LCCAX) Profile

Fund Profile and Description

Columbia Contrarian Core A Fund seeks total return, consisting of long-term capital appreciation and current income. Columbia Contrarian Core A Fund normally invests at least 80% of net assets in common stocks. It invests at least 80% of net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that have the potential for long-term growth and current income. Columbia Contrarian Core A Fund may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. It may also invest up to 20% of its net assets in foreign securities.

 

Columbia Contrarian Core A (LCCAX) Fund Strength What we like about Columbia Contrarian Core A (LCCAX) Fund

Data for Columbia Contrarian Core A Fund (LCCAX) as of May 30, 2016

  • Columbia Contrarian Core A Fund (LCCAX) management has been with Columbia Contrarian Core A Fund for 13.1 years
  • Columbia Contrarian Core A Fund (LCCAX) has good short-term performance (1-year return 1.63% vs -1.15% Large Blend category median performance)
  • Columbia Contrarian Core A Fund (LCCAX) has good mid-term performance (3-year return 11.48% vs 9.43% Large Blend category median performance)
  • Columbia Contrarian Core A Fund (LCCAX) has good Long-term performance (5-year return 12.02% vs 10.15% Large Blend category median performance)
  • Columbia Contrarian Core A Fund (LCCAX) ratio of up-years vs down years is greater than 2
  • Columbia Contrarian Core A Fund (LCCAX) has a Morningstar rating of 4 and above
  • Asset base in Columbia Contrarian Core A Fund (LCCAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Contrarian Core A Fund (LCCAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.55, lower than category average of 11.67

Columbia Contrarian Core A Fund (LCCAX) Weakness What we are cautious about Columbia Contrarian Core A (LCCAX) Fund

Data for Columbia Contrarian Core A Fund (LCCAX) as of May 30, 2016

  • Columbia Contrarian Core A Fund (LCCAX) has an annual stock turnover rate of 60.00% that is higher than the Large Blend average of 53.12%. This could mean Columbia Contrarian Core A is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia Contrarian Core A Fund (LCCAX) has a higher expense ratio of 1.09% than its Large Blend average of 1.02%
  • Columbia Contrarian Core A Fund (LCCAX) carries a 5.75% load
See Columbia Contrarian Core A Fund (LCCAX) performance details as of May 30, 2016

 

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Compare Columbia Contrarian Core A Fund (LCCAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Contrarian Core A3.301.6311.4812.02
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Columbia Contrarian Core A Fund (LCCAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Columbia Contrarian Core A Fund (LCCAX) Net Asset TrackingColumbia Contrarian Core A (LCCAX) Fund Net Asset

Track net asset change of Columbia Contrarian Core A fund (LCCAX)

DateNet Asset
05/2016$7.80B
03/2016$7.37B
02/2016$6.84B
More historic net asset information on Columbia Contrarian Core A Fund (LCCAX)

  

Graph of Columbia Contrarian Core A Fund (LCCAX) Portfolio TrackingColumbia Contrarian Core A (LCCAX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Contrarian Core A fund (LCCAX)

DateCashStockBondOther
04/20162.3%95.87%0%1.83%
02/20163.37%96.07%0%0.56%
01/20163.24%96.76%0%0%
Click here to see more historic asset allocation information on Columbia Contrarian Core A Fund (LCCAX)

 

graph of Columbia Contrarian Core A Fund (LCCAX) Top 10 Position TrackingTop 10 Holdings in Columbia Contrarian Core A (LCCAX) Fund

Discover what Columbia Contrarian Core A Fund (LCCAX) manager is buying

Apr 29, 2016
Apple Inc. [3.18%]
Berkshire Hathaway Inc B [2.92%]
Citigroup, Inc. Common Stock [2.91%]
Verizon Communications Inc. Com [2.82%]
JP Morgan Chase & Co. Common St [2.64%]
CVS Health Corporation Common S [2.53%]
Johnson & Johnson Common Stock [2.47%]
Alphabet Inc. [2.45%]
Pfizer, Inc. Common Stock [2.36%]
Medtronic plc. Ordinary Shares [2.31%]

Feb 28, 2016
Apple Inc. [3.14%]
Verizon Communications Inc. Com [3.01%]
Berkshire Hathaway Inc B [2.89%]
CVS Health Corporation Common S [2.62%]
Microsoft Corporation [2.54%]
Alphabet Inc. [2.54%]
Johnson & Johnson Common Stock [2.48%]
Citigroup, Inc. Common Stock [2.46%]
JP Morgan Chase & Co. Common St [2.41%]
Medtronic plc. Ordinary Shares [2.41%]

Jan 30, 2016
Apple Inc. [3.21%]
Verizon Communications Inc. Com [3.04%]
Berkshire Hathaway Inc B [2.84%]
Microsoft Corporation [2.79%]
Citigroup, Inc. Common Stock [2.74%]
CVS Health Corporation Common S [2.64%]
Medtronic plc. Ordinary Shares [2.63%]
JP Morgan Chase & Co. Common St [2.58%]
Johnson & Johnson Common Stock [2.5%]
Alphabet Inc. [2.45%]
Click here for Stock Holding Change Map in Columbia Contrarian Core A Fund (LCCAX)

  

Latest News on Columbia Contrarian Core A (LCCAX) Fund

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