- What does COFYX invest in?
- The fund's primary objective is to generate a comprehensive return for investors, encompassing both significant long-term capital growth and a steady stream of income. Typically, the fund allocates a minimum of 80% of its total net assets (which includes any funds acquired through borrowing for investment) to common equity shares. Furthermore, under standard market conditions, at least 80% of these assets are strategically placed in the stocks of established U.S. corporations. These corporations generally possess market valuations exceeding $2 billion and are identified by the fund's manager as being undervalued, yet demonstrating strong potential for sustained appreciation and income generation over the long term. Up to 20% of the portfolio's net assets may also be diversified into international equities.
- What is the expense ratio of COFYX?
- Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX) charges an expense ratio of 0.61%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is COFYX?
- Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX) manages $18.24B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is COFYX actively managed or an index fund?
- COFYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was COFYX launched?
- Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX) launched in November 2012 and is managed by the fund issuer.
- How has COFYX performed?
- COFYX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
