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Columbia Disciplined Core Fund (CCRZX)

14.02
+0.20
+(1.45%)
At close: 8:04:10 PM EDT
Loading Chart for CCRZX
  • Previous Close 13.82
  • YTD Return -6.19%
  • Expense Ratio 0.71%
  • Category Large Blend
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.48B
  • Beta (5Y Monthly) 1.00
  • Yield 0.88%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend 0.14
  • Inception Date Sep 27, 2010

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

4.48B

Net Assets

2010-09-27

Inception Date

Performance Overview: CCRZX

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Trailing returns as of 4/30/2025. Category is Large Blend.

YTD Return

CCRZX
6.19%
Category
5.31%
 

1-Year Return

CCRZX
5.46%
Category
20.31%
 

3-Year Return

CCRZX
8.10%
Category
6.48%
 

5-Year Return

CCRZX
17.69%
Category
11.78%
 

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Holdings: CCRZX

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Sector Weightings

SectorCCRZX
Technology   33.81%
Healthcare   10.98%
Industrials   7.09%
Energy   3.35%
Utilities   2.46%
Real Estate   2.18%

Recent News: CCRZX

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Research Reports: CCRZX

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