Morningstar

Columbia Disciplined Value Fund Class A RLCAX

Medalist Rating as of Apr 27, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks to provide shareholders with 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® Value Index (the index) at the time of purchase. The fund may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.

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
CVQZX	Columbia Disciplined Value Fund Institutional Class	Institutional	—			Sep 27, 2010	$49.57M	0.780%	Above Average	$2,000	$6.00M
RLCAX	Columbia Disciplined Value Fund Class A	Front Load	Open			Aug 1, 2008	$171.99M	1.030%	Average	$2,000	$2.49M
RDCCX	Columbia Disciplined Value Fund Class C	Level Load	Open			Aug 1, 2008	$4.76M	1.780%	Above Average	$2,000	−$4.50M

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