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Columbia Disciplined Growth R CGQRX

Analyst rating as of
NAV / 1-Day Return
9.19  /  1.88 %
Total Assets
225.6 Mil
Adj. Expense Ratio
1.320%
Expense Ratio
1.320%
Fee Level
Above Average
Longest Manager Tenure
2.67 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
87%

Morningstar’s Fund Analysis CGQRX

Will CGQRX outperform in future?

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

Tight constraints make it tough for this quant fund to outperform.

Senior Analyst

Summary

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Columbia Disciplined Growth is hanging in there after losing two of its portfolio managers in the past couple of years, though tight constraints still make it tough to beat its benchmark. It earns a Morningstar Analyst Rating of Neutral for all share classes except the C shares, which earn a Negative rating.

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