Columbia Contrarian Core A (LCCAX)
Fund Assets | 15.57B |
Expense Ratio | 0.99% |
Min. Investment | $2,000 |
Turnover | 51.00% |
Dividend (ttm) | 3.34 |
Dividend Yield | 8.11% |
Dividend Growth | 271.90% |
Payout Frequency | Annual |
Ex-Dividend Date | Dec 10, 2024 |
Previous Close | 39.07 |
YTD Return | 11.12% |
1-Year Return | 17.65% |
5-Year Return | 100.14% |
52-Week Low | 29.47 |
52-Week High | 39.56 |
Beta (5Y) | n/a |
Holdings | 81 |
Inception Date | Nov 1, 1998 |
About LCCAX
The Columbia Contrarian Core Fund Class A is an actively managed mutual fund designed to provide investors with total return, emphasizing both long-term capital appreciation and current income. The fund primarily invests in large-cap U.S. companies, focusing on those that have fallen out of favor with the market but still exhibit solid fundamentals and long-term potential. This contrarian investment approach seeks to capitalize on undervalued opportunities by identifying strong businesses that are temporarily overlooked by other investors. The fund maintains a diversified portfolio, typically allocating at least 80% of its assets to equity securities of large-cap issuers. By combining disciplined fundamental research with a focus on market inefficiencies, the Columbia Contrarian Core Fund Class A serves investors seeking exposure to established American companies with the potential for recovery and growth, while also aiming to manage risk through broad sector and industry diversification. The fund plays a significant role in the U.S. equity large blend segment, offering an alternative strategy to traditional growth or value funds.
Performance
LCCAX had a total return of 17.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.92%.
Top 10 Holdings
42.18% of assetsName | Symbol | Weight |
---|---|---|
Microsoft Corporation | MSFT | 9.17% |
NVIDIA Corporation | NVDA | 8.93% |
Apple Inc. | AAPL | 4.75% |
Amazon.com, Inc. | AMZN | 4.47% |
Meta Platforms, Inc. | META | 3.61% |
Alphabet Inc. | GOOGL | 2.38% |
JPMorgan Chase & Co. | JPM | 2.34% |
Broadcom Inc. | AVGO | 2.22% |
Columbia Short-Term Cash | n/a | 2.18% |
Alphabet Inc. | GOOG | 2.13% |
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 |