Columbia Disciplined Core Fund Class A
AQEAX
NASDAQ
| Weiss Ratings | AQEAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | AQEAX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Raghavendran Sivaraman (5), Oleg Nusinzon (4) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | AQEAX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Disciplined Core Fund Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 24, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | AQEAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.57% | |||
| Dividend | AQEAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.67% | |||
| Asset Allocation | AQEAX-NASDAQ | Click to Compare |
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| Cash | -0.24% | |||
| Stock | 100.24% | |||
| U.S. Stock | 100.23% | |||
| Non-U.S. Stock | 0.01% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | AQEAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.63% | |||
| 30-Day Total Return | 3.75% | |||
| 60-Day Total Return | 2.93% | |||
| 90-Day Total Return | 8.09% | |||
| Year to Date Total Return | 7.13% | |||
| 1-Year Total Return | 14.59% | |||
| 2-Year Total Return | 41.00% | |||
| 3-Year Total Return | 63.24% | |||
| 5-Year Total Return | 93.17% | |||
| Price | AQEAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | AQEAX-NASDAQ | Click to Compare |
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| Nav | $15.76 | |||
| 1-Month Low NAV | $15.36 | |||
| 1-Month High NAV | $15.94 | |||
| 52-Week Low NAV | $12.20 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.11 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | AQEAX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 15.51 | |||
| Balance Sheet | AQEAX-NASDAQ | Click to Compare |
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| Total Assets | 4.95B | |||
| Operating Ratios | AQEAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.96% | |||
| Turnover Ratio | 51.00% | |||
| Performance | AQEAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.74% | |||
| Last Bear Market Total Return | -14.96% | |||