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Nasdaq - Delayed Quote USD
Columbia Disciplined Growth Inst3 (CGQYX)
9.68
-0.67
(-6.47%)
At close: 8:00:19 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- JPMorgan
- JP MORGAN NO-LOAD TRANSACTION FEE
Fund Summary
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.
Fund Overview
| Category | Large Growth |
| Fund Family | Columbia Threadneedle |
| Net Assets | 302.48M |
| YTD Return | -2.37% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 01, 2015 |
Performance & Risk
| YTD Return | -9.13% |
| 5y Average Return | 19.72% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
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