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Columbia Disciplined Growth R CGQRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.22  /  +0.39 %
  • Total Assets 270.8 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 71%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis CGQRX

Will CGQRX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Columbia Disciplined Growth R to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings CGQRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Booking Holdings Inc

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ServiceNow Inc

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