On June 15, 2021, Columbia Threadneedle added Oleg Nusinzon as a portfolio manager to four mutual funds run by its quantitative strategies team: Columbia Disciplined Core CLQRX, Columbia Disciplined Growth RDLAX, Columbia Disciplined Value RLCAX, and Columbia Large Cap Enhanced Core NMIMX. It also added Nusinzon to the separate account versions of the Disciplined Value and Large Cap Enhanced Core strategies. On all the funds, he joins Peter Albanese and Raghavendran Sivaraman, who have been named managers since 2014 and 2019, respectively.
Columbia Disciplined Core Inst CCRZX
NAV / 1-Day Return
14.97
/
1.63
%
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.
0.730%
Expense Ratio
0.730%
Fee Level
Average
Longest Manager Tenure
6.87
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
2,000
Status
Open
TTM Yield
1.04%
Turnover
65%
Premium
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.
New Manager Added to Columbia Disciplined Core and Related Funds; No Change to Ratings
