Columbia Disciplined Core Fund Institutional 3 Class
CCQYX
NASDAQ
| Weiss Ratings | CCQYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CCQYX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Raghavendran Sivaraman (6), Oleg Nusinzon (5) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CCQYX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Disciplined Core Fund Institutional 3 Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 01, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CCQYX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.70% | |||
| Dividend | CCQYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.32% | |||
| Asset Allocation | CCQYX-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 | CCQYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.79% | |||
| 30-Day Total Return | 1.07% | |||
| 60-Day Total Return | -0.75% | |||
| 90-Day Total Return | 3.53% | |||
| Year to Date Total Return | 11.18% | |||
| 1-Year Total Return | 15.40% | |||
| 2-Year Total Return | 28.36% | |||
| 3-Year Total Return | 73.48% | |||
| 5-Year Total Return | 75.87% | |||
| Price | CCQYX-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 | CCQYX-NASDAQ | Click to Compare |
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| Nav | $17.00 | |||
| 1-Month Low NAV | $16.98 | |||
| 1-Month High NAV | $17.31 | |||
| 52-Week Low NAV | $14.13 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $17.31 | |||
| 52-Week High Price (Date) | Oct 12, 2026 | |||
| Beta / Standard Deviation | CCQYX-NASDAQ | Click to Compare |
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| Beta | 0.97 | |||
| Standard Deviation | 12.38 | |||
| Balance Sheet | CCQYX-NASDAQ | Click to Compare |
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| Total Assets | 5.18B | |||
| Operating Ratios | CCQYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.63% | |||
| Turnover Ratio | 50.00% | |||
| Performance | CCQYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.30% | |||
| Last Bear Market Total Return | -14.95% | |||