Columbia Contrarian Core Fund

The Columbia Contrarian Core Fund is an open-end mutual fund focused on achieving long-term capital appreciation by investing primarily in large-cap U.S. companies that have fallen out of market favor but retain strong business fundamentals. The fund employs a contrarian investment philosophy, actively seeking out growth and value stocks trading at the lower end of their 52-week range, which are identified through a blend of rigorous quantitative screening and fundamental analysis. Typically, at least 80% of the fund’s assets are allocated to common stocks of large-cap companies—generally those with market capitalizations exceeding $2 billion—while up to 20% may be invested in foreign securities. The fund’s diversified portfolio often includes leading names in technology, consumer cyclical, financial services, and communication sectors. By leveraging market pessimism as a source of potential alpha, the fund aims to outperform its benchmark, the Russell 1000 Index, over multi-year horizons. Managed by Columbia Threadneedle Investments, the fund offers exposure to a cross-section of U.S. industry leaders and serves as a core equity holding for investors seeking disciplined, research-driven contrarian strategies in their portfolios.