Columbia Disciplined Growth A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Columbia Disciplined Growth Fund Class A RDLAX
- NAV / 1-Day Return 11.99 / −1.40 %
- Total Assets 309.8M
-
Adj. Expense Ratio
1.060%
- Expense Ratio 1.060%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 58%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RDLAX
Will RDLAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RDLAX 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 RDLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 10.59 | 34M | Technology |
Apple Inc | 10.00 | 33M | Technology |
Alphabet Inc Class A | 7.65 | 25M | Communication Services |
Microsoft Corp | 7.49 | 24M | Technology |
Broadcom Inc | 5.88 | 19M | Technology |
Meta Platforms Inc Class A | 4.48 | 15M | Communication Services |
Amazon.com Inc | 3.90 | 13M | Consumer Cyclical |
Advanced Micro Devices Inc | 3.01 | 10M | Technology |
Tesla Inc | 2.86 | 9M | Consumer Cyclical |
Lam Research Corp | 2.83 | 9M | Technology |
United States