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Columbia Disciplined Growth Inst CLQZX

Analyst rating as of
NAV / 1-Day Return
10.87  /  1.18 %
Total Assets
291.3 Mil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Above Average
Longest Manager Tenure
6.57 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.21%
Turnover
78%
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Morningstar’s Analysis

Will CLQZX outperform in future?

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

Manager Brian Condon Retiring From Columbia Disciplined Core; Analyst Rating Unaffected

Senior Analyst

Analyst Note

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Columbia Threadneedle has announced that Brian Condon, comanager of the $3.4 billion Columbia Disciplined Core AQEAX and several related funds, will retire as of May 31, 2020. Condon has been with Columbia and its predecessor companies since 1999, and in 2009 he founded the firm's Systematic Strategies Group, which uses quantitative models in an effort to modestly outperform a benchmark while staying close to the benchmark's sector weightings and other factors. He has comanaged Columbia Large Cap Enhanced Core CECYX and its separate account version since 2009, and Columbia Disciplined Core, Columbia Disciplined Growth RDLAX, and Columbia Disciplined Value RLCAX since 2010.

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