Columbia Contrarian Core Fund

Shareclass

Columbia Contrarian Core Inst3 (COFYX)

Type

Open-end mutual fund

Manager

Columbia Threadneedle

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

93.8

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 159 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
1.09% of assets
$160.09M invested
2. Boston Scientific Corp
0.67% of assets
$98.03M invested
3. Mastercard Inc Class A
1.14% of assets
$166.99M invested
4. Bank of America Corp
1.46% of assets
$213.29M invested
5. JPMorgan Chase & Co
2.2% of assets
$322.51M invested
6. Wells Fargo & Co
1.49% of assets
$217.82M invested
7. Uber Technologies Inc
1.08% of assets
$157.91M invested
8. Accenture PLC Class A
0.7% of assets
$102.2M invested
9. Autodesk Inc
0.68% of assets
$99.86M invested
10. Microsoft Corp
7.04% of assets
$1.03B invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Canadian Natural Resources Ltd
0.15% of assets
$21.55M invested
2. Entegris Inc
0.69% of assets
$100.98M invested
3. Marvell Technology Inc
0.67% of assets
$97.6M invested
4. Charles Schwab Corp
1.32% of assets
$193.23M invested
5. CSX Corp
0.59% of assets
$86.77M invested
6. Take-Two Interactive Software Inc
1.67% of assets
$243.8M invested
7. Applied Materials Inc
0.47% of assets
$68.6M invested
8. Parker Hannifin Corp
0.3% of assets
$43.89M invested
9. ON Semiconductor Corp
0.71% of assets
$104.36M invested
10. Qualcomm Inc
0.5% of assets
$72.57M invested

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Financial performance

Performance data provided by

Find more financial data on COFYX at Morningstar.com

Gender Equality and Returns

Returns chart for Columbia Contrarian Core Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

COFYX

Columbia Contrarian Core Fund

Family

Columbia Threadneedle

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.23% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

COFYX

Columbia Contrarian Core Fund

Family

Columbia Threadneedle

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.23% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

COFYX

Columbia Contrarian Core Fund

Family

Columbia Threadneedle

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.23% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
COFYX - Columbia Contrarian Core Fund

6.5%

9.35%

19%

12%

57 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-1.71%

0.32%

0.21%

-0.23%

2 / 100 points higher

Find more financial data on COFYX at Morningstar.com

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