Columbia Disciplined Core Inst3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Columbia Disciplined Core Fund Institutional 3 Class CCQYX
- NAV / 1-Day Return 16.33 / −1.53 %
- Total Assets 5.1B
-
Adj. Expense Ratio
0.630%
- Expense Ratio 0.640%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.72%
- Turnover 49%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 10:45 PM GMT+0
Morningstar’s Analysis CCQYX
Will CCQYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CCQYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CCQYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.78 | 506M | Technology |
Apple Inc | 8.35 | 431M | Technology |
Alphabet Inc Class A | 7.31 | 378M | Communication Services |
Microsoft Corp | 4.83 | 250M | Technology |
Meta Platforms Inc Class A | 3.29 | 170M | Communication Services |
Amazon.com Inc | 2.74 | 142M | Consumer Cyclical |
Chevron Corp | 2.02 | 104M | Energy |
Altria Group Inc | 1.91 | 99M | Consumer Defensive |
Bristol-Myers Squibb Co | 1.78 | 92M | Healthcare |
Arista Networks Inc | 1.77 | 92M | Technology |
United States