Columbia Contrarian Core Fund Class A (LCCAX)

Fund Assets	11.50B
Expense Ratio	0.99%
Min. Investment	$2,000
Turnover	n/a
Dividend (ttm)	3.34
Dividend Yield	9.69%
Dividend Growth	271.90%
Payout Frequency	Annual
Ex-Dividend Date	Dec 10, 2024

Previous Close	32.51
YTD Return	-6.43%
1-Year Return	7.03%
5-Year Return	102.59%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	79
Inception Date	Nov 1, 1998

About LCCAX

LCCAX was founded on 1998-11-01. The Fund's investment strategy focuses on Growth & Income with 1.02% total expense ratio. The minimum amount to invest in Columbia Funds Series Trust I: Columbia Contrarian Core Fund; Class A Shares is $2,000 on a standard taxable account. Columbia Funds Series Trust I: Columbia Contrarian Core Fund; Class A Shares seeks total return, consisting of long-term capital appreciation and current income. Normally, the Fund invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations and that the advisor believes have the potential for long-term growth and current income.

• Fund Family: Columbia Class A
• Category: Large Blend
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LCCAX
• Share Class: Class A
• Index: Russell 1000 TR USD

Performance

LCCAX had a total return of 7.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.35%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
COFYX	Institutional 3 Class	0.62%
COFRX	Institutional 2 Class	0.66%
SMGEX	Class S	0.74%
SMGIX	Institutional Class	0.74%

Top 10 Holdings

38.05% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	7.31%
Apple Inc.	AAPL	6.25%
NVIDIA Corporation	NVDA	6.05%
Amazon.com, Inc.	AMZN	3.95%
Columbia Short-Term Cash	n/a	3.18%
Meta Platforms, Inc.	META	2.99%
Eli Lilly and Company	LLY	2.28%
JPMorgan Chase & Co.	JPM	2.18%
Chevron Corporation	CVX	1.93%
Alphabet Inc.	GOOGL	1.92%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2024	$3.34306	Dec 10, 2024
Dec 11, 2023	$0.89892	Dec 11, 2023
Dec 9, 2022	$2.53229	Dec 9, 2022
Dec 9, 2021	$4.47246	Dec 9, 2021
Dec 9, 2020	$2.28027	Dec 9, 2020
Dec 10, 2019	$1.51531	Dec 10, 2019