Morningstar

Columbia Disciplined Growth Fund Class C RDLCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.38  /  +0.97 %
  • Total Assets 317.4M
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level Above Average
  • Share Class Type Level 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 Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

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
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Portfolio Holdings RDLCX

More RDLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.35 33M
Technology

Apple Inc

8.28 26M
Technology

Alphabet Inc Class A

7.41 23M
Communication Services

Meta Platforms Inc Class A

4.54 14M
Communication Services

Broadcom Inc

4.24 13M
Technology

Microsoft Corp

4.13 13M
Technology

Micron Technology Inc

3.53 11M
Technology

Tesla Inc

3.40 11M
Consumer Cyclical

Advanced Micro Devices Inc

2.91 9M
Technology

Lam Research Corp

2.70 9M
Technology

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