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Name

As of 06/02/2026

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Columbia Contrarian Core Fund

LCCAX | Fund

$42.11

$17.6 B

0.10%

$0.04

0.98%

Vitals

YTD Return

10.3%

1 yr return

27.1%

3 Yr Avg Return

21.8%

5 Yr Avg Return

13.2%

Net Assets

$17.6 B

Holdings in Top 10

40.1%

52 WEEK LOW AND HIGH

$42.1
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.98%

SALES FEES

Front Load 5.75%

Deferred Load N/A

TRADING FEES

Turnover 47.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$2,000

IRA

$1,000

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of 06/02/2026

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Columbia Contrarian Core Fund

LCCAX | Fund

$42.11

$17.6 B

0.10%

$0.04

0.98%

LCCAX - Profile

Distributions

  • YTD Total Return 10.3%
  • 3 Yr Annualized Total Return 21.8%
  • 5 Yr Annualized Total Return 13.2%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.29%
DIVIDENDS
  • Dividend Yield 0.1%
  • Dividend Distribution Frequency Annual

Fund Details

  • Legal Name
    Columbia Contrarian Core Fund
  • Fund Family Name
    Columbia Funds Complex
  • Inception Date
    Nov 01, 1998
  • Shares Outstanding
    N/A
  • Share Class
    A
  • Currency
    USD
  • Domiciled Country
    US
  • Manager
    Guy Pope

Fund Description

div style="margin-top: 4pt;"span style="color: #003c78; font-family: arial; font-size: 10pt;"Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings /spanspan style="color: #003c78; font-family: arial; font-size: 10pt;"for investment purposes) in common stocks. In addition, under normal circumstances, the Fund invests at least 80% /spanspan style="color: #003c78; font-family: arial; font-size: 10pt;"of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 /spanspan style="color: #003c78; font-family: arial; font-size: 10pt;"billion) that the Fund’s investment manager believes are undervalued and have the potential for long-term growth and /spanspan style="color: #003c78; font-family: arial; font-size: 10pt;"current income./span/div div style="margin-top: 4pt;"span style="color: #003c78; font-family: arial; font-size: 10pt;"The Fund may also invest up to 20% of its net assets in foreign securities./spanspan style="color: #003c78; font-family: arial; font-size: 10pt; line-height: 12pt;" /spanspan style="color: #003c78; font-family: arial; font-size: 10pt;"The Fund may invest directly in foreign /spanspan style="color: #003c78; font-family: arial; font-size: 10pt;"securities or indirectly through depositary receipts./spanspan style="color: #003c78; font-family: arial; font-size: 10pt; line-height: 12pt;" /spanspan style="color: #003c78; font-family: arial; font-size: 10pt;"The Fund may at times emphasize one or more sectors in /spanspan style="color: #003c78; font-family: arial; font-size: 10pt;"selecting its investments, including the information technology sector./span/div
Read More

LCCAX - Performance

Return Ranking - Trailing

Period LCCAX Return Category Return Low Category Return High Rank in Category (%)
YTD 10.3% -13.2% 43.7% 42.82%
1 Yr 27.1% -15.7% 101.9% 44.67%
3 Yr 21.8%* 1.1% 41.0% 41.45%
5 Yr 13.2%* -3.9% 19.6% 33.96%
10 Yr 14.7%* 5.8% 55.9% 35.25%

* Annualized

Return Ranking - Calendar

Period LCCAX Return Category Return Low Category Return High Rank in Category (%)
2025 9.2% -25.2% 36.9% 43.70%
2024 12.6% -51.6% 37.0% 55.77%
2023 27.9% -15.6% 47.4% 4.15%
2022 -26.3% -56.3% 1.1% 82.81%
2021 9.0% -27.2% 537.8% 81.70%

Total Return Ranking - Trailing

Period LCCAX Return Category Return Low Category Return High Rank in Category (%)
YTD 10.3% -13.2% 43.7% 42.82%
1 Yr 27.1% -15.7% 101.9% 44.67%
3 Yr 21.8%* 1.1% 41.0% 41.45%
5 Yr 13.2%* -3.9% 19.6% 33.96%
10 Yr 14.7%* 5.8% 55.9% 35.25%

* Annualized

Total Return Ranking - Calendar

Period LCCAX Return Category Return Low Category Return High Rank in Category (%)
2025 17.1% -3.4% 43.4% 41.23%
2024 23.0% -20.1% 44.5% 49.25%
2023 31.8% 0.3% 47.4% 4.59%
2022 -18.8% -31.9% 11.0% 62.69%
2021 24.0% 4.1% 537.8% 80.53%

NAV & Total Return History

LCCAX - Holdings

Concentration Analysis

LCCAX Category Low Category High LCCAX % Rank
Net Assets 17.6 B 3.76 M 2.2 T 14.27%
Number of Holdings 79 2 3885 63.17%
Net Assets in Top 10 6.49 B 3.24 M 639 B 13.22%
Weighting of Top 10 40.11% 2.5% 102.7% 38.32%

Top 10 Holdings

  1. NVIDIA Corp 7.89%
  2. Apple Inc 6.10%
  3. Microsoft Corp 5.98%
  4. Amazon.com Inc 4.42%
  5. Alphabet Inc 3.18%
  6. Eli Lilly Co 2.67%
  7. Broadcom Inc 2.64%
  8. Alphabet Inc 2.61%
  9. Meta Platforms Inc 2.42%
  10. Honeywell International Inc 2.21%

Asset Allocation

Weighting Return Low Return High LCCAX % Rank
Stocks 		98.54% 0.00% 105.13% 62.38%
Cash 		1.46% 0.00% 69.97% 35.07%
Preferred Stocks 		0.00% 0.00% 5.74% 19.82%
Other 		0.00% -13.91% 100.00% 38.33%
Convertible Bonds 		0.00% 0.00% 5.54% 14.15%
Bonds 		0.00% 0.00% 136.21% 18.24%

Stock Sector Breakdown

Weighting Return Low Return High LCCAX % Rank
Technology 		24.35% 0.00% 48.94% 51.03%
Healthcare 		15.35% 0.00% 52.29% 31.00%
Financial Services 		14.04% 0.00% 55.59% 39.17%
Communication Services 		12.15% 0.00% 27.94% 9.88%
Industrials 		7.56% 0.00% 29.90% 85.18%
Consumer Cyclical 		7.25% 0.00% 30.33% 86.25%
Consumer Defense 		6.32% 0.00% 47.71% 66.40%
Energy 		5.00% 0.00% 41.64% 23.54%
Basic Materials 		3.64% 0.00% 19.45% 23.63%
Utilities 		2.86% 0.00% 15.25% 40.16%
Real Estate 		1.48% 0.00% 31.91% 77.72%

Stock Geographic Breakdown

Weighting Return Low Return High LCCAX % Rank
US 		98.54% 0.00% 101.31% 54.80%
Non US 		0.00% 0.00% 70.69% 30.93%

LCCAX - Expenses

Operational Fees

LCCAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.98% 0.01% 4.93% 33.45%
Management Fee 0.60% 0.00% 1.89% 64.78%
12b-1 Fee 0.25% 0.00% 1.00% 31.91%
Administrative Fee N/A 0.00% 0.85% 25.04%

Sales Fees

LCCAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load 5.75% 1.00% 5.75% 7.03%
Deferred Load N/A 1.00% 4.00% N/A

Trading Fees

LCCAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.25% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

LCCAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 47.00% 0.00% 268.00% 75.18%

LCCAX - Distributions

Dividend Yield Analysis

LCCAX Category Low Category High LCCAX % Rank
Dividend Yield 0.10% 0.00% 25.47% 33.74%

Dividend Distribution Analysis

LCCAX Category Low Category High Category Mod
Dividend Distribution Frequency Annual Annual Quarterly Quarterly

Net Income Ratio Analysis

LCCAX Category Low Category High LCCAX % Rank
Net Income Ratio 0.29% -54.00% 2.44% 73.18%

Capital Gain Distribution Analysis

LCCAX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Distributions History

View More +

LCCAX - Fund Manager Analysis

Managers

Guy Pope

Start Date

Tenure

Tenure Rank

Mar 31, 2005

17.18

17.2%

Guy Pope is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Pope joined one of the Columbia Threadneedle Investments legacy firms in 1993. He has been in his current position since 2004. He has been a member of the investment community since 1993. Mr. Pope received a B.A. in political economics from Colorado College and an MBA from Northwestern University. In addition, he is a member of the CFA Institute and the Security Analysts of Portland. He holds the Chartered Financial Analyst® designation.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.04 39.02 7.35 2.25

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