SGIEX Rating, Research - Columbia Contrarian Core T

Columbia Contrarian Core T (sgiex)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 228

Threats + Weaknesses = 150

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

Fund Management Team

Fund Description Update

Columbia Contrarian Core T (SGIEX) Description: SGIEX is a mutual fund, which is an investment that owns a basket of assets. The SGIEX 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 average fund size classification. SGIEXs minimum initial investment amount is $0 while the IRA minimum is $0. SGIEXs expense ratio is roughly 1%. The latest SGIEXs front end load was 6% and the back end load was 0%. The Columbia Contrarian Core T (SGIEX) mutual fund falls under the large-cap mixed category. SGIEX focuses its investments in USA and SGIEX is not affiliated with a particular industry or fund sector. The Columbia Contrarian Core T (SGIEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SGIEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SGIEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The funds managed as an asset allocation program and allocates its assets primarily among Legg Mason-affiliated mutual funds. Its target allocation is 85% in underlying funds that invest principally in equity securities (see equity research) and 15% in funds that invest principally in fixed-income securities. While This investment vehicle is non-diversified, it invests in some diversified underlying holdings.


Management Analysis Update


Performance Analysis Update