SMGIX Rating, Research - Columbia Contrarian Core Z

Columbia Contrarian Core Z (smgix)

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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 = 247

Threats + Weaknesses = 151

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

Fund Management Team

Fund Description Update

Columbia Contrarian Core Z (SMGIX) Description: SMGIX is a mutual fund, which is an investment that owns a basket of assets. The SMGIX 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. SMGIXs minimum initial investment amount is $2500 while the IRA minimum is $1000. SMGIXs expense ratio is roughly 1%. The latest SMGIXs front end load was 0% and the back end load was 0%. The Columbia Contrarian Core Z (SMGIX) mutual fund falls under the large-cap mixed category. SMGIX focuses its investments in USA and SMGIX is not affiliated with a particular industry or fund sector. The Columbia Contrarian Core Z (SMGIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SMGIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SMGIXs 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 equity securities (see equity research) of U.S. large-capitalization companies, which are defined as companies with market capitalizations within the range of the S&P 500 Index. Furthermore, it can use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return.

Management Analysis Update

Performance Analysis Update