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Columbia Disciplined Value C RDCCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.11  /  +0.37 %
  • Total Assets 184.3 Mil
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.720%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.81%
  • Turnover 60%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis RDCCX

Will RDCCX outperform in future?

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

Columbia Disciplined Value C's recent fee cut underpins an upgrade to this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings RDCCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

3.06 5.4 Mil
Energy

JPMorgan Chase & Co

2.78 4.9 Mil
Financial Services

E-mini S&P 500 Future Mar 24

2.60 4.6 Mil

Cisco Systems Inc

2.58 4.6 Mil
Technology

Citigroup Inc

2.47 4.4 Mil
Financial Services

Abbott Laboratories

2.44 4.3 Mil
Healthcare

Columbia Short-Term Cash

2.28 4.1 Mil
Cash and Equivalents

Salesforce Inc

2.16 3.8 Mil
Technology

The Cigna Group

2.06 3.7 Mil
Healthcare

Bristol-Myers Squibb Co

2.06 3.7 Mil
Healthcare