Summary
Columbia Contrarian Core Fund is a mutual fund. It does not trade on an exchange: you buy it from the fund company at a price set once a day. Positions inside: 79. The ten largest make up 44% of the fund.
- Positions
- 79
- Dividend yield
- 6.41%
What speaks for it
- Average yearly growth over the last ten years: 6.8%.
What to watch
- In the last five years its price once dropped by 36% from its high.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- +0.2%
- 3 months
- +2.8%
- This year
- +12%
- 1 year
- +7.0%
- 3 years
- +50%
- 5 years
- +17%
- 10 years
- +93%
- Avg. market cap
- $2.03T
- P/E
- 24.4x
- Forward P/E
- 21.6x
- P/S
- 5.4x
- P/B
- 5.9x
- P/FCF
- 29.2x
- EV/EBITDA
- 17.9x
- Dividend yield
- 0.69%
- ROIC
- 25.3%
- ROE
- 51.8%
- Gross margin
- 60.3%
- Operating margin
- 33.9%
- Net margin
- 31.6%
- Payout ratio
- 16.9%
- Net debt/EBITDA
- 0.8x
- Beta
- 1.01
Weighted average of the 50 largest companies, which make up 85% of the fund. Banks and insurers are left out of the gross margin, the ROIC and the EBITDA figures.
What is inside?
Moderately concentrated- 1 NVNvidia NVDA 9.2%
- 2 MSMicrosoft MSFT 6.8%
- 3 AAApple AAPL 6.4%
- 4 AMAmazon AMZN 4.9%
- 5 AVBroadcom AVGO 3.2%
- 6 GOAlphabet GOOG 3.0%
- 7 MEMeta META 2.9%
- 8 MUMicron MU 2.7%
- 9 COLUMBIA SHORT TERM CASH FUND 2.6%
- 10 GOAlphabet GOOG 2.5%
Positions in the fund: 79. The ten largest make up 44% of it.
Composition as of Oct 18, 2026.
Where is it spread?
By company size
- Mega cap 76%
- Large cap 23%
- Mid cap 0.3%
By the company's market value: Mega cap from $200B, Large cap from $10B, Mid cap from $2B, Small cap from $300M, Micro cap below $300M. Counted from the companies that make up 90% of the fund.
Largest size group: Mega cap (76%).
What does it cost me?
We do not know the costs of this fund.
How has it done?
Growing over the long run- A year on average, 10 years
- +6.8%
- Deepest drop
- -36%
- Yearly volatility
- 15%
Average yearly growth over the last ten years: 6.8%. Deepest drop in these years: 36% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 6.41%
- Payments a year
- 1
- Last payment
- $2.73
Over the last 12 months it paid $2.73 per share, which is 6.41% of today's price. The last payment was $2.73 on Dec 9, 2025.
How expensive are the companies inside?
Usual valuation- P/E of the companies inside
- 24.4
- Average Bulios Score
- 72 out of 100
Weight by Bulios Fair Price
- Undervalued 12%
- Fairly valued 5.0%
- Overvalued 83%
On average the companies inside trade for 24.4 times their yearly profit. By Fair Price, 83% of the rated weight comes out as overvalued.
Counted from its largest companies (50), which make up 85% of the fund. Each company counts by its weight. We use the metrics, the Bulios Score and the Fair Price of the companies themselves.
Can I buy it as an ETF?
A mutual fund is bought from the fund company. These ETFs hold much of the same and trade on an exchange, so an ordinary broker carries them.
| Fund | Domicile | Size | 1-year change | Dividends | ||
|---|---|---|---|---|---|---|
QU QUU.TO Mackenzie US Large Cap Equity Index ETF | Canada | 0.07% | $5.20B | +16% | Pays out | 54% |
TP TPU.TO TD U.S. Equity Index ETF | Canada | 0.07% | $4.62B | +16% | Pays out | 54% |
QA QAH.TO Mackenzie US Large Cap Equity Index ETF (CAD-Hedged) | Canada | 0.07% | $886.8M | +14% | Pays out | 54% |
TE TEC.TO TD Global Technology Leaders Index ETF | Canada | 0.39% | $3.69B | +17% | Reinvests | 53% |
OE OEF iShares S&P 100 ETF | United States | 0.20% | $20.4B | +14% | Pays out | 53% |
MG MGC Vanguard Morningstar Mega Cap ETF | United States | 0.05% | $11.0B | +15% | Pays out | 53% |