Morningstar

Columbia Disciplined Growth Fund Class C RDLCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $10.71  /  +0.56 %
  • Fund Size $316.8M
  • Adjusted Expense Ratio 1.810%
  • Net Expense Ratio 1.810%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

Morningstar’s Analysis RDLCX

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

  • People Pillar

    The People Pillar is our evaluation of the RDLCX 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 RDLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Disciplined Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RDLCX

More RDLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.41 36M
Technology

Apple Inc

9.06 28M
Technology

Alphabet Inc Class A

7.03 22M
Communication Services

Microsoft Corp

5.24 16M
Technology

Meta Platforms Inc Class A

4.61 14M
Communication Services

Broadcom Inc

4.15 13M
Technology

Micron Technology Inc

3.76 12M
Technology

Tesla Inc

3.16 10M
Consumer Cyclical

Advanced Micro Devices Inc

2.35 7M
Technology

Palantir Technologies Inc Ordinary Shares - Class A

2.27 7M
Technology

Sponsor Center