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Columbia Disciplined Growth Inst CLQZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.15  /  0.59 %
  • Total Assets 259.2 Mil
  • 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 Open
  • TTM Yield
  • Turnover 71%

Morningstar’s Analysis CLQZX

Will CLQZX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings CLQZX

  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
12.08
29,929,595
Technology
11.12
27,531,222
Technology
4.93
12,200,804
Technology
4.90
12,134,933
Consumer Cyclical
4.89
12,103,703
Communication Services
4.64
11,487,079
Communication Services
2.26
5,608,445
Consumer Cyclical
1.88
4,648,987
Consumer Defensive
1.75
4,337,791
Technology
1.65
4,086,635
Consumer Cyclical