Columbia Contrarian Core Fund Class I3 (COFYX)
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Columbia Contrarian Core Fund Class I3 Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,158 | $35,236.82 | $48,612.84 | $13,376.02 | 37.96% |
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Columbia Contrarian Core Fund Class I3 Profile
| NASDAQ Exchange | US Country |
Overview
The investment strategy focuses on achieving total return, which encompasses both long-term capital appreciation and current income. Primarily, the fund is invested in common stocks, following a stringent criterion that requires at least 80% of its net assets to be allocated towards equity securities. These securities are of U.S. companies that not only have large market capitalizations, typically exceeding $2 billion, but are also judged by the fund's investment manager to be undervalued. Additionally, these companies are expected to offer the potential for long-term growth coupled with current income, making them attractive investment opportunities. By adhering to these principles, the fund aims to strategically position itself in the market, focusing on companies that are believed to provide the best prospects for return on investment.
Products and Services
The investment portfolio offers a focused range of products and services designed to meet the investment objectives of capital appreciation and current income:
- Common Stocks Investment: The core of the investment strategy is the allocation of at least 80% of the fund's net assets in common stocks. This exploitation of equity securities forms the backbone of the pursuit for long-term capital growth.
- Large Market Capitalization Equities: A significant emphasis is placed on investing in U.S. companies with large market capitalizations, typically above $2 billion. These companies are carefully selected based on their perceived undervaluation and potential for long-term growth and current income, underpinning the fund's strategy for achieving total return.
- Foreign Securities Investment: To diversify the investment portfolio and possibly enhance returns, up to 20% of the fund's net assets may be invested in foreign securities. This allows for a broader exploration of global markets and opportunities outside the U.S. that may contribute to the fund's income and growth objectives.
