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Morningstar

Columbia Disciplined Growth Inst CLQZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.62  /  0.00
  • Total Assets 231.1 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • 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%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:13 PM GMT+0

Morningstar’s Analysis CLQZX

Will CLQZX outperform in 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 CLQZX’s performance objective and investment process is for both security selection and portfolio construction.

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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CLQZX

More CLQZX Holdings
  • Current Portfolio Date
  • Equity Holdings 65
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 52.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

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Meta Platforms Inc Class A

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Alphabet Inc Class A

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NVIDIA Corp

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Amazon.com Inc

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Adobe Inc

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Booking Holdings Inc

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Procter & Gamble Co

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Consumer Defensive

E-mini S&P 500 Future Dec 23

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