Peter Albanese, one of three comanagers of Columbia Disciplined Core AQEAX and several other quantitative Columbia funds, died on July 7, 2021, after a short illness. Albanese had joined Columbia in 2014 after more than 20 years of experience in quant investing at other firms. The funds' two other portfolio managers remain: Raghavendran Sivaraman, who was promoted to head of the quantitative strategies team in 2020 after the retirement of team founder Brian Condon, and Oleg Nusinzon, who joined Columbia in October 2020 to replace Condon. Nusinzon has been in the industry since 1997.
Columbia Disciplined Core R CLQRX
NAV / 1-Day Return
13.75
/
0.94
%
Total Assets
4.9 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.
1.220%
Expense Ratio
1.220%
Fee Level
Average
Longest Manager Tenure
2.11
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.49%
Turnover
69%
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Morningstar’s Analysis
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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.
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Process Pillar
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Comanager of Columbia Disciplined Core Dies Unexpectedly
