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Morningstar

Columbia Disciplined Growth Inst3 CGQYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.77  /  0.91 %
  • Total Assets 232.6 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 71%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:12 PM GMT+0

Morningstar’s Analysis CGQYX

Will CGQYX 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 CGQYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CGQYX 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 CGQYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Columbia Disciplined Growth Inst3 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGQYX

More CGQYX Holdings
  • Current Portfolio Date
  • Equity Holdings 65
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 52.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

13.17
27,093,173
Technology

Microsoft Corp

11.04
22,718,625
Technology

Meta Platforms Inc Class A

4.81
9,902,444
Communication Services

Alphabet Inc Class A

4.61
9,474,004
Communication Services

NVIDIA Corp

4.57
9,404,684
Technology

Amazon.com Inc

4.49
9,242,967
Consumer Cyclical

Adobe Inc

3.09
6,366,098
Technology

Booking Holdings Inc

2.21
4,555,351
Consumer Cyclical

Procter & Gamble Co

2.12
4,355,221
Consumer Defensive

E-mini S&P 500 Future Dec 23

1.95
4,001,638
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