Columbia Trarian Core Fund Quote
| LCCCX Fund | USD 29.05 0.45 1.57% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Contrarian is trading at 29.05 as of the 1st of March 2025; that is 1.57 percent increase since the beginning of the trading day. The fund's open price was 28.6. Columbia Contrarian has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 11th of May 2023 and ending today, the 1st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks. In addition, under normal circumstances, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the funds investment manager believes are undervalued and have the potential for long-term growth and current income. More on Columbia Trarian Core
Moving together with Columbia Mutual Fund
| 0.87 | ILGCX | Columbia Integrated Large | PairCorr |
| 0.87 | ILGGX | Columbia Integrated Large | PairCorr |
| 0.87 | ILGJX | Columbia Integrated Large | PairCorr |
| 0.92 | SSCVX | Columbia Select Smaller | PairCorr |
| 0.66 | ILVBX | Columbia Integrated Large | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Blend Funds, Large Blend, Columbia Threadneedle, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Columbia Trarian Core [LCCCX] is traded in USA and was established 1st of March 2025. Columbia Contrarian is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia Threadneedle family. This fund now has accumulated 11.5 B in assets with no minimum investment requirementsColumbia Trarian Core is currently producing year-to-date (YTD) return of 4.43%, while the total return for the last 3 years was 12.4%.
Check Columbia Contrarian Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Trarian Core Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Trarian Core Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MA | Mastercard | Stock | Financials |
Columbia Trarian Core Risk Profiles
| Mean Deviation | 0.8161 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.22 | |||
| Risk Adjusted Performance | (0.06) |
Columbia Contrarian Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Contrarian financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Contrarian security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |