Fund Research and Analysis

by Gretchen Rupp
Portfolio manager Guy Pope took the lead at Columbia Value and Restructuring in May 2012 following the retirement of famed fund manager David Williams. Since then, Pope has steered this fund in the same manner as his skillfully managed Columbia Contrarian   Read more 

Process Pillar:Positive

Manager Guy Pope screens for large-cap stocks trading in the bottom third of their 52-week price range. He then looks for stocks he thinks are facing temporary problems instead of larger secular headwinds.  Read more 

Performance Pillar:Positive

Since Guy Pope took the lead in May 2012, this fund has placed in the top quartile of its large-blend peers through Feb. 28, 2015. In 2014, the fund landed in the top third of its category, driven largely   Read more 

People Pillar:Positive

Guy Pope has worked for Columbia Management since 1993 and has been this fund's lead manager since May 2012. He has managed the equity sleeve of Columbia Balanced CBLAX with solid results since early 1998. Pope has also managed Columbia Contrarian Core   Read more 

Price Pillar:Neutral

This fund doesn't provide a convincing price advantage. Its Z shares, which hold roughly 90% of assets, levy a 0.96% fee. That's slightly more expensive than the 0.95% median for large-cap, no-load peers.  Read more 

Common Ground, but Divergent Ratings, for 2 Small-Cap Funds 
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