Peter Albanese, one of three comanagers of Columbia Disciplined Core AQEAX and several other quantitative Columbia funds, died on July 7, 2021, after a short illness. Albanese had joined Columbia in 2014 after more than 20 years of experience in quant investing at other firms. The funds' two other portfolio managers remain: Raghavendran Sivaraman, who was promoted to head of the quantitative strategies team in 2020 after the retirement of team founder Brian Condon, and Oleg Nusinzon, who joined Columbia in October 2020 to replace Condon. Nusinzon has been in the industry since 1997.
Columbia Disciplined Core Inst CCRZX
NAV / 1-Day Return
13.39
/
0.22
%
Total Assets
4.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.720%
Expense Ratio
0.720%
Fee Level
Average
Longest Manager Tenure
2.13
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
2,000
Status
Open
TTM Yield
0.93%
Turnover
69%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CCRZX outperform in 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 CCRZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CCRZX 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 CCRZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Comanager of Columbia Disciplined Core Dies Unexpectedly
