SMGEX Mutual Fund (Columbia Contrarian Core Fund Class S) is managed by Columbia Threadneedle Investments with $1.17B in net assets. SMGEX expense ratio is 0.73%, holding 77 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2024-10-02.

SMGEX performance shows a YTD return of 8.48%. The 1-year return is 20.07%. SMGEX dividend yield stands at 6.80%, paid annually.

SMGEX top holdings include Nvidia Corp. (8.1%), Apple, Inc (6.1%), Microsoft Corp 4.100 Feb 06 37 (5.9%), Amazon.Com Inc (4.7%), Alphabet Inc Common Stock USD 0.001 (3.1%). View all SMGEX holdings, sector breakdown, or dividend history.

SMGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.