Columbia Contrarian Core Fund Class R (CCCRX)

$34.01
D Fund
+ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mega Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Columbia Contrarian Core Fund Class R 33 0.95 9.43% -3.04% 1.39%
U.S. Mega Cap 33 0.96 10.45% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 9.11% 10.16% -1.04%
Year-to-Date 9.43% 10.45% -1.03%
1 Year 33.27% 0.00% 33.27%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.39%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,715

Real cost (fees + lost compounding)

$2,128

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-2.54%