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 15.41 / +1.52 %
- Total Assets 4.7 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 0.84%
- Turnover 50%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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 42.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 7.92 | 376.1 Mil | Technology |
Microsoft Corp | 6.85 | 325.3 Mil | Technology |
Apple Inc | 6.33 | 300.8 Mil | Technology |
Alphabet Inc Class A | 5.69 | 270.1 Mil | Communication Services |
Meta Platforms Inc Class A | 3.96 | 188.0 Mil | Communication Services |
Amazon.com Inc | 3.26 | 155.0 Mil | Consumer Cyclical |
Qualcomm Inc | 2.14 | 101.7 Mil | Technology |
Citigroup Inc | 2.04 | 96.7 Mil | Financial Services |
Caterpillar Inc | 1.98 | 94.1 Mil | Industrials |
FedEx Corp | 1.92 | 91.3 Mil | Industrials |