Reliable execution by Columbia Contrarian Core's skilled leader earns its two cheapest share classes a Morningstar Analyst Rating upgrade to Silver, while the remaining shares stay at Bronze or Neutral, depending on fees.
Will SMGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SMGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SMGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.