RCEAX Rating, Research - Columbia 120/20 Contrarian Equity A

Columbia 120/20 Contrarian Equity A (rceax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 60

Threats + Weaknesses = 41

When strengths & opportunities substantially exceed threats & weaknesses an investment in the rceax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia 120/20 Contrarian Equity A (RCEAX) Description: RCEAX is a mutual fund, which is an investment that owns a basket of assets. The RCEAX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the small fund size classification. RCEAXs minimum initial investment amount is $10000 while the IRA minimum is $1000. RCEAXs expense ratio is roughly 1%. The latest RCEAXs front end load was 6% and the back end load was 0%. The Columbia 120/20 Contrarian Equity A (RCEAX) mutual fund falls under the large-cap mixed category. RCEAX focuses its investments in USA and RCEAX is not affiliated with a particular industry or fund sector. The Columbia 120/20 Contrarian Equity A (RCEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RCEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RCEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in large-cap companies whose market capitalization is within the range of the Russell 1000 index as of June 30 of each year. It primarily invests in equity securities (see equity research), which may include common stocks (see stock research), preferred stocks (see stock research), or other securities convertible into common stock. The fund typically invests most of assets in securities of U.S. companies but may also invest up to 15% of assets in foreign securities. It may also make investments in the real estate sector and invest a portion of assets in master limited partnership units.

Management Analysis Update

Performance Analysis Update