Columbia Disciplined Growth Inst 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.
Columbia Disciplined Growth Fund Institutional Class CLQZX
- NAV / 1-Day Return 12.51 / −3.40 %
- Total Assets 311.3M
-
Adj. Expense Ratio
0.810%
- Expense Ratio 0.810%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status
- TTM Yield 0.00
- Turnover 58%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 1:49 AM GMT+0
Morningstar’s Analysis CLQZX
Will CLQZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CLQZX 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 CLQZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 10.65 | 33M | Technology |
Apple Inc | 9.25 | 28M | Technology |
Alphabet Inc Class A | 8.23 | 25M | Communication Services |
Microsoft Corp | 7.22 | 22M | Technology |
Broadcom Inc | 5.85 | 18M | Technology |
Meta Platforms Inc Class A | 4.61 | 14M | Communication Services |
Amazon.com Inc | 4.02 | 12M | Consumer Cyclical |
Tesla Inc | 2.66 | 8M | Consumer Cyclical |
Lam Research Corp | 2.44 | 7M | Technology |
Advanced Micro Devices Inc | 2.20 | 7M | Technology |
United States