Nasdaq - Delayed Quote USD

Columbia Disciplined Growth Inst (CLQZX)

10.33
+0.02
+(0.19%)
At close: May 9 at 8:00:25 PM EDT
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  • Previous Close 10.31
  • YTD Return -9.96%
  • Expense Ratio 0.81%
  • Category Large Growth
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 267.69M
  • Beta (5Y Monthly) 1.13
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 68.00%
  • Last Dividend 0.02
  • Inception Date Sep 27, 2010

Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Growth Index (the index) at the time of purchase.

Columbia Threadneedle

Fund Family

Large Growth

Fund Category

267.69M

Net Assets

2010-09-27

Inception Date

Performance Overview: CLQZX

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Trailing returns as of 5/9/2025. Category is Large Growth.

YTD Return

CLQZX
9.96%
Category
12.38%
 

1-Year Return

CLQZX
8.45%
Category
41.70%
 

3-Year Return

CLQZX
12.82%
Category
22.56%
 

5-Year Return

CLQZX
15.63%
Category
21.98%
 

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Holdings: CLQZX

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Sector Weightings

SectorCLQZX
Technology   50.20%
Healthcare   7.04%
Industrials   3.51%
Energy   0.40%
Real Estate   0.23%
Utilities   0.03%

Recent News: CLQZX

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Research Reports: CLQZX

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