Nasdaq - Delayed Quote USD

Columbia Disciplined Growth Inst (CLQZX)

10.33
+0.02
+(0.19%)
As of 8:05:27 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -7.27%
5y Average Return 15.98%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (May 9, 2025) 41.15%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 41.15%
Worst 3Y Total Return 6.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLQZX
Category
YTD
-9.96%
12.38%
1-Month
0.80%
5.09%
3-Month
-12.17%
10.28%
1-Year
8.45%
41.70%
3-Year
12.82%
22.56%
5-Year
15.63%
21.98%
10-Year
13.14%
15.99%
Last Bull Market
20.89%
25.99%
Last Bear Market
-19.07%
-17.29%

Annual Total Return (%) History

Year
CLQZX
Category
2025
--
--
2024
28.43%
--
2023
41.15%
--
2022
-27.67%
--
2021
30.28%
--
2020
28.78%
35.86%
2019
28.63%
31.90%
2018
-3.79%
-2.09%

2017
29.52%
27.67%
2016
5.23%
3.23%
2015
7.19%
3.60%
2014
16.18%
10.00%
2013
35.40%
33.92%
2012
13.80%
15.34%
2011
1.66%
-2.46%
2010
--
15.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.68% -- -- --
2024 12.29% 7.02% 2.36% 4.41%
2023 14.99% 12.55% -3.57% 13.11%
2022 -8.17% -19.07% -4.40% 1.80%
2021 4.34% 9.76% 0.33% 13.39%
2020 -16.42% 26.70% 9.22% 11.34%
2019 13.99% 2.46% 0.33% 9.77%
2018 0.21% 5.43% 8.48% -16.05%
2017 8.87% 4.02% 6.55% 7.35%
2016 -1.20% -0.85% 5.90% 1.45%

2015 4.53% -0.87% -4.81% 8.67%
2014 0.94% 6.39% 2.62% 5.43%
2013 8.43% 2.87% 8.49% 11.89%
2012 16.01% -4.10% 5.83% -3.33%
2011 5.68% 1.50% -14.29% 10.57%
2010 11.40% -- -- --

Rank in Category (By Total Return)

YTD 89
1-Month 71
3-Month 85
1-Year 78
3-Year 63
5-Year 30

Load Adjusted Returns

1-Year 8.45%
3-Year 12.82%
5-Year 15.63%
10-Year 13.14%

Performance & Risk

YTD Return -7.27%
5y Average Return 15.98%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Columbia Threadneedle
Net Assets 267.69M
YTD Return -9.96%
Yield 0.00%
Morningstar Rating
Inception Date Sep 27, 2010

Fund Summary

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.

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