Morningstar

Columbia Disciplined Growth Fund Institutional 3 Class CGQYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 12.97  /  +1.73 %
  • Total Assets 311.2M
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.730%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 58%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CGQYX

Will CGQYX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Disciplined Growth Inst3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CGQYX

More CGQYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.35 33M
Technology

Apple Inc

8.28 26M
Technology

Alphabet Inc Class A

7.41 23M
Communication Services

Meta Platforms Inc Class A

4.54 14M
Communication Services

Broadcom Inc

4.24 13M
Technology

Microsoft Corp

4.13 13M
Technology

Micron Technology Inc

3.53 11M
Technology

Tesla Inc

3.40 11M
Consumer Cyclical

Advanced Micro Devices Inc

2.91 9M
Technology

Lam Research Corp

2.70 9M
Technology

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