Columbia Contrarian Core Fund Class A (LCCAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
33.42
-0.99 (-2.88%)
Mar 10, 2025, 5:00 PM EST
-1.12%
Fund Assets 11.50B
Expense Ratio 0.99%
Min. Investment $2,000
Turnover n/a
Dividend (ttm) 3.34
Dividend Yield 9.16%
Dividend Growth 271.90%
Payout Frequency Annual
Ex-Dividend Date Dec 10, 2024
Previous Close 34.41
YTD Return -4.43%
1-Year Return 8.06%
5-Year Return 118.67%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 82
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 8.06% in the past year. Since the fund's inception, the average annual return has been 9.49%, including dividends.

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

39.27% of assets
Name Symbol Weight
Microsoft Corporation MSFT 7.38%
NVIDIA Corporation NVDA 6.14%
Apple Inc. AAPL 6.08%
Amazon.com, Inc. AMZN 5.58%
Meta Platforms, Inc. META 3.27%
Alphabet Inc. GOOGL 2.42%
Alphabet Inc. GOOG 2.32%
JPMorgan Chase & Co. JPM 2.17%
Tesla, Inc. TSLA 2.01%
eBay Inc. EBAY 1.89%
View More Holdings

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
Full Dividend History