Columbia Funds Series Trust I - Columbia Contrarian Core Fund
COFYX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 290 Congress Street Boston MA United States of America 2210
- IPO Date
- Nov 9, 2012
- CIK
- 0000773757
- Website
- columbiathreadneedleus.com
- Similar Companies
- Business
- Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX) is an open-end mutual fund that seeks total return consisting of long-term capital appreciation and current income through investments primarily in common stocks of undervalued large-capitalization U.S. companies (generally over $2 billion market cap) with potential for growth and income; up to 20% of net assets may be allocated to foreign securities. The Fund, part of Columbia Funds Series Trust I, offers multiple share classes including Institutional 3 (COFYX, minimum investment $1,000,000, expense ratio 0.62%), Class A, C, I, R, R4, R5, Y, and others tailored for retail, institutional, retirement, and IRA investors; it maintains a portfolio of approximately 80 holdings with a turnover rate of 51%, focusing on equity securities selected by Columbia Management Investment Advisers, LLC. Managed within the large-blend category, the Fund targets institutional and individual investors seeking exposure to U.S. large-cap equities, with assets under management of approximately $14.43 billion as of late 2025. Columbia Funds Series Trust I, established through the evolution of Columbia Management Company founded in 1962 in Portland, Oregon, operates under Columbia Threadneedle Investments, the asset management arm of Ameriprise Financial, with principal executive offices at 290 Congress Street, Boston, Massachusetts. The Trust encompasses multiple series funds beyond COFYX, including bond, municipal, balanced, and multi-asset strategies distributed primarily in the United States. Recent developments include a significant dividend payout of $3.47475 per share on December 10, 2024, reflecting a 246.39% dividend growth rate and 8.80% yield (TTM), alongside sustained portfolio management by Guy Pope since March 31, 2005, with Q3 2025 performance showing underperformance relative to the Russell 1000 benchmark amid market volatility. In 2025, Columbia Threadneedle Investments continued strategic consolidations, such as fund name changes (e.g., Columbia Tax-Exempt Fund to Columbia Total Return Municipal Income Fund effective September 1, 2025) and mergers like CT MM Navigator Boutiques Fund into CT Multi Manager Universal Adventurous Fund on October 31, 2025, enhancing operational efficiency across its U.S. and global offerings; no specific acquisitions or new launches directly impacted COFYX, but the firm maintains a robust lineup of over 400 funds amid ongoing integration from prior deals like the 2021 BMO European acquisition. The Fund reported YTD returns of around 8.22% and 1-year returns of 14.81% as of late 2025, with top holdings including Microsoft (8.79%), NVIDIA (8.15%), and Apple (4.83%).