Investment objective & strategy
As of April 28, 2025 · prospectusObjective. Columbia Variable Portfolio Contrarian Core Fund (the Fund) seeks total return, consisting of long-term capital appreciation and current income.
Strategy. Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, the Fund invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the Funds investment manager believes are undervalued and have the potential for long-term growth and current income. The Fund may also invest up to 20% of its net assets in foreign securities. The Fund may invest directly in foreign securities or indirectly through depositary receipts. The Fund may at times emphasize one or more sectors in selecting its investments, including the information technology sector. Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, the Fund invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the Funds investment manager believes are undervalued and have the potential for long-term growth and current income. The Fund may also invest up to 20% of its net assets in foreign securities. The Fund may invest directly in foreign securities or indirectly through depositary receipts. The Fund may at times emphasize one or more sectors in selecting its investments, including the information technology sector.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $128.06M | 8.25% |
| APPLE INC | — | $96.73M | 6.23% |
| MICROSOFT CORP | — | $92.96M | 5.99% |
| AMAZON.COM INC | — | $73.45M | 4.73% |
| ALPHABET INC CL A | — | $47.67M | 3.07% |
| BROADCOM INC | — | $41.66M | 2.68% |
| ALPHABET INC CL C | — | $39.11M | 2.52% |
| LILLY ELI and CO | — | $35.80M | 2.31% |
| BERKSHIRE HATH-B | — | $32.45M | 2.09% |
| COLUMBIA SHORT TERM CASH FUND | — | $31.97M | 2.06% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO · ISBAX, ISFIX, ISCSX | 98% | 0.71% |
| Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX | 93% | 0.61% |
| Optimized Equity Income ETF · OEI | 60% | 0.75% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
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