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
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.02% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 5.90% |
| 5y Average Return | 11.41% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CLQRX | Category Average | CLQRX | Category Average | CLQRX | Category Average | |
| Alpha | -0.58 | -0.01 | -1.69 | -0.01 | -1.09 | -0.01 |
| BETA | 0.98 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.98 | 0.01 | 1.17 | 0.01 | 1.03 | 0.01 |
| R-squared | 97.35 | 0.94 | 97.74 | 0.95 | 97.55 | 0.95 |
| Standard Deviation | 17.54 | 0.17 | 18.59 | 0.19 | 15.33 | 0.15 |
| Sharpe Ratio | 0.5 | 0 | 0.64 | 0.01 | 0.71 | 0.01 |
| Treynor Ratio | 7.86 | 0.03 | 10.94 | 0.1 | 10.24 | 0.1 |
Related Tickers
PVIVX Paradigm Micro-Cap
46.98
+3.46%
RYSIX Rydex Electronics Inv
410.85
+3.00%
RYSAX Rydex Electronics H
360.18
+3.00%
RYELX Rydex Electronics A
371.96
+3.00%
FIKGX Fidelity Advisor Semiconductors Z
89.22
+2.93%
FELTX Fidelity Advisor Semiconductors M
75.54
+2.93%
FELIX Fidelity Advisor Semiconductors I
88.90
+2.93%
FELAX Fidelity Advisor Semiconductors A
81.54
+2.93%
FELCX Fidelity Advisor Semiconductors C
63.56
+2.91%
FSELX Fidelity Select Semiconductors
31.58
+2.87%
UMPIX ProFunds UltraMid Cap Fund
59.93
+2.44%
UMPSX ProFunds UltraMid Cap Fund
46.06
+2.42%
WWSAX TETON Westwood SmallCap Equity A
19.43
+2.26%
WESCX TETON Westwood SmallCap Equity AAA
20.76
+2.22%
WWSIX TETON Westwood SmallCap Equity I
21.75
+2.21%
BUIOX Buffalo Early Stage Growth Instl
15.46
+2.11%
HWSZX Hotchkis & Wiley Small Cap Value Z
69.02
+2.03%
LFSFX Lord Abbett Focused Small Cap Value F
26.85
+2.01%
LFVCX Lord Abbett Focused Small Cap Value C
25.37
+2.01%
FCVTX Fidelity Advisor Small Cap Value M
17.84
+2.00%
FCVCX Fidelity Advisor Small Cap Value C
15.32
+2.00%
FCPVX Fidelity Small Cap Value Fund
19.47
+1.99%
FCVIX Fidelity Advisor Small Cap Value I
19.47
+1.99%
FIKNX Fidelity Advisor Small Cap Value Z
19.49
+1.99%
LMVVX Lord Abbett Focused Small Cap Value R5
26.69
+1.99%
LMVOX Lord Abbett Focused Small Cap Value F3
26.78
+1.98%
LMVWX Lord Abbett Focused Small Cap Value R6
26.78
+1.98%
LFVAX Lord Abbett Focused Small Cap Value A
24.21
+1.98%
CSMIX Columbia Small Cap Value I A
41.31
+1.97%
NEAGX Needham Aggressive Growth Retail
47.51
+1.97%
PHLAX PGIM Jennison Health Sciences A
31.57
0.00%
CSVRX Columbia Small Cap Value I R
40.91
+1.97%
PHLQX PGIM Jennison Health Sciences R6
40.92
0.00%
NEAIX Needham Aggressive Growth Institutional
50.27
+1.97%
PJHRX PGIM Jennison Health Sciences R
29.07
0.00%
PHSZX PGIM Jennison Health Sciences Z
40.50
0.00%
CSVYX Columbia Small Cap Value I Inst3
49.34
+1.96%
CSCQX Columbia Small Cap Value I S
48.84
+1.96%
CSCZX Columbia Small Cap Value I Inst
48.84
+1.96%
FCVAX Fidelity Advisor Small Cap Value A
18.75
+1.96%
CUURX Columbia Small Cap Value I Inst2
51.14
+1.95%
MMEYX Victory Integrity Discovery Y
44.92
+1.95%
MMMMX Victory Integrity Discovery Member
39.24
+1.95%
SHGTX Columbia Seligman Global Tech A
70.12
+1.95%
CGTYX Columbia Seligman Global Tech Inst3
73.40
+1.94%
SGTTX Columbia Seligman Global Tech Inst2
74.08
+1.94%
CSGZX Columbia Seligman Global Tech Inst
73.23
+1.93%
CSGAX Columbia Seligman Global Technology S
73.24
+1.93%
SGTRX Columbia Seligman Global Tech R
64.69
+1.92%
BIPIX ProFunds Biotechnology UltraSector Fund
38.45
+1.91%
BIPSX ProFunds Biotechnology UltraSector Fund
19.98
+1.89%
SCMIX Columbia Seligman Tech & Info Inst2
144.27
+1.86%
FTZCX FullerThaler Behvrll Uncnstd Eq C
50.89
+1.86%
CCIFX Columbia Seligman Technology And Info S
142.92
+1.86%
CCIZX Columbia Seligman Tech & Info Inst
142.92
+1.86%
CCOYX Columbia Seligman Technology and Information Fund
142.38
+1.86%
SCIRX Columbia Seligman Tech & Info R
106.95
+1.86%
SLMCX Columbia Seligman Tech & Info A
119.77
+1.85%
FTZAX FullerThaler Behvrll Uncnstd Eq A
51.64
+1.83%
DHTYX Diamond Hill Select Fund
23.90
+1.83%
RYAHX Rydex Mid-Cap 1.5x Strategy A
123.45
+1.83%
RYMDX Rydex Mid-Cap 1.5x Strategy H
124.02
+1.83%
FTZIX FullerThaler Behavrl Uncnstd Eq
52.01
+1.82%
FTZFX FullerThaler Behvrll Uncnstd Eq R6
52.08
+1.82%
FSPTX Fidelity Select Technology
35.50
+1.81%
DHLTX Diamond Hill Select I
23.75
+1.80%
DHTAX Diamond Hill Select Fund
23.34
+1.79%
DFDSX DF Dent Small Cap Growth Investor
23.49
+1.78%
FIKHX Fidelity Advisor Technology Z
134.63
+1.75%
FTVAX FullerThaler Behav Md-Cp Val A
33.11
+1.75%
FATIX Fidelity Advisor Technology Fund
134.61
+1.75%
FTHCX Fidelity Advisor Technology C
83.34
+1.75%
FATEX Fidelity Advisor Technology Fund
106.14
+1.74%
FADTX Fidelity Advisor Technology A
118.02
+1.74%
FTVCX FullerThaler Behav Md-Cp Val C
32.84
+1.73%
ENPIX ProFunds UltraSector Energy Fund
37.09
+1.73%
ENPSX ProFunds UltraSector Energy Fund
31.36
+1.72%
CCALX Conestoga Small Cap Institutional
74.34
+1.71%
VLNPX Voya Small Cap Growth R6
39.52
+1.70%
TCMSX Voya Small Cap Growth I
39.45
+1.68%
DNDGX Dunham Small Cap Growth Fund
19.43
+1.67%
RYAVX Rydex S&P MidCap 400 Pure Value H
70.47
+1.66%
DGIFX Disciplined Growth Investors
23.90
+1.66%
RYMVX Rydex S&P MidCap 400 Pure Value A
70.58
+1.66%
FIMPX Nuveen Small Cap Growth Opp I
34.42
+1.65%
RYMMX Rydex S&P MidCap 400 Pure Value C
56.06
+1.65%
DSCPX Davenport Small Cap Focus Fund
16.10
+1.64%
FCDCX Fidelity Stock Selector Small Cap Fund
29.18
+1.64%
FCDAX Fidelity Stock Selector Small Cap Fund
34.24
+1.63%
SSCDX Sit Small Cap Dividend Growth I
16.83
+1.63%
FDSCX Fidelity Stock Selector Small Cap
35.58
+1.63%
QASCX Federated Hermes MDT Small Cap Core A
24.37
+1.63%
FCDTX Fidelity Stock Selector Small Cap Fund
32.55
+1.62%
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
35.73
+1.62%
SNWAX Easterly Snow Small Cap Value A
57.07
+1.62%
SNWIX Easterly Snow Small Cap Value I
58.98
+1.62%
SNWRX Easterly Snow Capital Small Cap Value Fund
58.98
+1.62%
FCDIX Fidelity Stock Selector Small Cap Fund
35.77
+1.62%
RPMAX Reinhart Genesis PMV Investor
15.13
+1.61%
UPDDX Upright Growth & Income
19.64
+1.60%