Morningstar

Columbia Disciplined Core Fund Institutional 3 Class CCQYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $16.85  /  −0.71 %
  • Fund Size $5.1B
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.70%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

Morningstar’s Analysis CCQYX

Will CCQYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCQYX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CCQYX

More CCQYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.07 522M
Technology

Apple Inc

8.84 458M
Technology

Alphabet Inc Class A

5.98 310M
Communication Services

Microsoft Corp

5.32 276M
Technology

Meta Platforms Inc Class A

3.65 189M
Communication Services

Lam Research Corp

2.38 124M
Technology

Amazon.com Inc

2.35 122M
Consumer Cyclical

Mastercard Inc Class A

2.08 108M
Financial Services

Keysight Technologies Inc

1.90 99M
Technology

Bristol-Myers Squibb Co

1.88 97M
Healthcare

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