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LWSRX

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Analysis and statistics

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About

LWSRX.US refers to the Columbia Contrarian Core Fund, a mutual fund managed by Columbia Management Investment Advisers, LLC. The fund typically seeks long-term capital appreciation by investing in a diversified portfolio of primarily U.S. equity securities. It employs a contrarian investment approach, meaning it seeks to identify and invest in companies that are currently out of favor with the market but possess strong fundamentals and potential for future growth. The .US suffix indicates it is a US-domiciled fund.
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Factors

Expense Ratio: A higher expense ratio reduces returns, impacting the fund's price.

Management Fees: Fees paid to the fund's managers directly affect fund expenses, impacting its price.

Underlying Asset Performance: Performance of stocks and bonds held by the fund directly influence the fund price.

Interest Rates: Changes in interest rates affect the value of bond holdings, thus affecting the fund price.

Market Conditions: Overall market sentiment and economic trends impact the value of fund's holdings, changing the price.

Fund Size: Larger funds may face challenges in generating outsized returns, potentially impacting price.

Investment Strategy: The specific strategies used to select securities impact risk and return, affecting fund price.

Liquidity: The ease with which fund holdings can be bought or sold affects ability to meet redemptions, impacting the price.

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