Morningstar

Columbia Disciplined Core Fund Institutional 2 Class RSIPX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $17.03  /  +0.35 %
  • Fund Size $5.2B
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.67%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

Morningstar’s Analysis RSIPX

Will RSIPX 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 RSIPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Disciplined Core Inst2 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.

by Morningstar Automated Analysis
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Portfolio Holdings RSIPX

More RSIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.65 505M
Technology

Apple Inc

8.34 436M
Technology

Alphabet Inc Class A

5.93 310M
Communication Services

Microsoft Corp

5.21 273M
Technology

Meta Platforms Inc Class A

2.86 149M
Communication Services

Amazon.com Inc

2.43 127M
Consumer Cyclical

Mastercard Inc Class A

2.21 115M
Financial Services

E-mini S&P 500 Future Sept 26

2.10 110M
—

Bristol-Myers Squibb Co

2.00 104M
Healthcare

Columbia Short-Term Cash

1.92 101M
Cash and Equivalents

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