Nasdaq - Delayed Quote USD

Columbia Disciplined Core R (CLQRX)

13.81
-0.12
(-0.86%)
At close: April 19 at 8:00:10 PM EDT
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  • Previous Close 13.93
  • YTD Return 11.89%
  • Expense Ratio 0.72%
  • Category Large Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.42B
  • Beta (5Y Monthly) 0.98
  • Yield 0.47%
  • 5y Average Return --
  • Holdings Turnover 50.00%
  • Last Dividend 0.07
  • Inception Date Apr 24, 2003

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

4.42B

Net Assets

2003-04-24

Inception Date

More about Columbia Disciplined Core R

Performance Overview: CLQRX

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Trailing returns as of 4/19/2024. Category is Large Blend.

YTD Return

CLQRX
11.89%
Category
5.31%
 

1-Year Return

CLQRX
28.23%
Category
20.31%
 

3-Year Return

CLQRX
10.70%
Category
6.48%
 

5-Year Return

CLQRX
13.11%
Category
11.78%
 

Holdings: CLQRX

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Sector Weightings

SectorCLQRX
Technology   31.46%
Healthcare   11.92%
Financial Services   11.06%
Consumer Cyclical   10.71%
Communication Services   9.57%
Industrials   9.04%
Consumer Defensive   5.99%
Energy   3.95%
Basic Materials   2.54%
Utilities   1.95%
Real Estate   1.81%
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Recent News: CLQRX

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Research Reports: CLQRX

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