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Nasdaq - Delayed Quote USD

Columbia Disciplined Core Fund (AQEAX)

13.95
+0.09
+(0.65%)
At close: 8:03:44 PM EDT
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  • Previous Close 13.86
  • YTD Return -0.20%
  • Expense Ratio 0.96%
  • Category Large Blend
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.81B
  • Beta (5Y Monthly) 0.99
  • Yield 0.61%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend 0.10
  • Inception Date Dec 11, 2006

Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested 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 S&P 500 Index (the index) at the time of purchase. It may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.

Columbia Threadneedle

Fund Family

Large Blend

Fund Category

4.81B

Net Assets

2006-12-11

Inception Date

More about Columbia Disciplined Core Fund

Performance Overview: AQEAX

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Trailing returns as of 3/31/2025. Category is Large Blend.

YTD Return

AQEAX
0.20%
Category
5.31%
 

1-Year Return

AQEAX
16.88%
Category
20.31%
 

3-Year Return

AQEAX
10.77%
Category
6.48%
 

5-Year Return

AQEAX
15.88%
Category
11.78%
 

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Holdings: AQEAX

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Sector Weightings

SectorAQEAX
Technology   34.66%
Financial Services   12.61%
Consumer Cyclical   11.05%
Healthcare   10.34%
Communication Services   9.71%
Industrials   6.93%
Consumer Defensive   5.63%
Energy   3.03%
Utilities   2.27%
Real Estate   1.99%
Basic Materials   1.78%
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Recent News: AQEAX

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Research Reports: AQEAX

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