Skip to Content

Columbia Disciplined Core Inst CCRZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.74  /  +0.75 %
  • Total Assets 4.6 Bil
  • Adj. Expense Ratio
    0.720%
  • 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Columbia Disciplined Core Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CCRZX

  • 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