The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Columbia Disciplined Core Inst CCRZX
- NAV / 1-Day Return 14.74 / +0.75 %
- Total Assets 4.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.720%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.90%
- Turnover 50%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis CCRZX
Will CCRZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.93 | 312.9 Mil | Technology |
Apple Inc | 6.35 | 287.1 Mil | Technology |
NVIDIA Corp | 4.80 | 216.8 Mil | Technology |
Alphabet Inc Class A | 4.70 | 212.5 Mil | Communication Services |
Meta Platforms Inc Class A | 4.42 | 199.8 Mil | Communication Services |
Amazon.com Inc | 3.21 | 145.1 Mil | Consumer Cyclical |
Qualcomm Inc | 2.14 | 96.8 Mil | Technology |
Adobe Inc | 2.09 | 94.2 Mil | Technology |
Citigroup Inc | 2.00 | 90.2 Mil | Financial Services |
Fiserv Inc | 1.90 | 86.0 Mil | Technology |