Morningstar

Columbia Disciplined Growth Fund Class C RDLCX

Medalist Rating as of Aug 31, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Growth Index (the index) at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CLQZX	Columbia Disciplined Growth Fund Institutional Class	Institutional	—			Sep 27, 2010	$72.96M	0.810%	Above Average	$2,000	−$760,537.80
CGQYX	Columbia Disciplined Growth Fund Institutional 3 Class	Institutional	Open			Jun 1, 2015	$44.79M	0.740%	Above Average	$1M	−$118,689.81
RDLAX	Columbia Disciplined Growth Fund Class A	Front Load	Open			May 17, 2007	$190.12M	1.060%	Above Average	$2,000	−$22.43M
RDLCX	Columbia Disciplined Growth Fund Class C	Level Load	Open			May 17, 2007	$8.93M	1.810%	Above Average	$2,000	−$1.51M

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