Nasdaq - Delayed Quote USD

Columbia Disciplined Growth Inst3 (CGQYX)

10.35
+0.09
+(0.88%)
As of 8:05:20 AM EDT. Market Open.
Loading Chart for CGQYX
  • Previous Close 10.26
  • YTD Return -2.37%
  • Expense Ratio 0.74%
  • Category Large Growth
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 302.48M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 68.00%
  • Last Dividend 0.04
  • Inception Date Jun 1, 2015

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

302.48M

Net Assets

2015-06-01

Inception Date

Performance Overview: CGQYX

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Trailing returns as of 4/2/2025. Category is Large Growth.

YTD Return

CGQYX
2.37%
Category
12.38%
 

1-Year Return

CGQYX
14.21%
Category
41.70%
 

3-Year Return

CGQYX
12.57%
Category
22.56%
 

5-Year Return

CGQYX
18.27%
Category
21.98%
 

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Holdings: CGQYX

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Sector Weightings

SectorCGQYX
Technology   50.19%
Healthcare   7.00%
Industrials   4.26%
Energy   0.60%
Real Estate   0.23%
Utilities   0.03%

Recent News: CGQYX

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Research Reports: CGQYX

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