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Columbia Disciplined Growth A RDLAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.62  /  +1.14 %
  • Total Assets 273.6 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 71%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:20 PM GMT+0

Morningstar’s Analysis RDLAX

Will RDLAX 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 A to a Morningstar Medalist Rating of Neutral.

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 second-costliest quintile among peers.

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Portfolio Holdings RDLAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.89 25.2 Mil
Technology

Apple Inc

8.34 21.2 Mil
Technology

NVIDIA Corp

6.62 16.9 Mil
Technology

Alphabet Inc Class A

5.45 13.9 Mil
Communication Services

Amazon.com Inc

4.98 12.7 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.42 11.3 Mil
Communication Services

Booking Holdings Inc

2.13 5.4 Mil
Consumer Cyclical

Kimberly-Clark Corp

1.93 4.9 Mil
Consumer Defensive

Marsh & McLennan Companies Inc

1.87 4.8 Mil
Financial Services

Arista Networks Inc

1.76 4.5 Mil
Technology