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Columbia Disciplined Growth Adv (CGQFX)

12.10
+0.04
+(0.33%)
At close: November 22 at 8:00:14 PM EST
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  • Previous Close 12.06
  • YTD Return 21.99%
  • Expense Ratio 0.81%
  • Category Large Growth
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 317.35M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 68.00%
  • Last Dividend 0.02
  • Inception Date May 17, 2007

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.

Columbia Threadneedle

Fund Family

Large Growth

Fund Category

317.35M

Net Assets

2007-05-17

Inception Date

Performance Overview: CGQFX

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Trailing returns as of 11/22/2024. Category is Large Growth.

YTD Return

CGQFX
21.99%
Category
12.38%
 

1-Year Return

CGQFX
41.12%
Category
41.70%
 

3-Year Return

CGQFX
9.47%
Category
22.56%
 

5-Year Return

CGQFX
17.43%
Category
21.98%
 

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Holdings: CGQFX

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Sector Weightings

SectorCGQFX
Technology   49.34%
Healthcare   7.27%
Industrials   7.20%
Real Estate   0.71%
Energy   0.56%
Utilities   0.05%

Recent News: CGQFX

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Research Reports: CGQFX

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