Columbia Disciplined Core Fund Institutional Class
CCRZX
NASDAQ
| Weiss Ratings | CCRZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CCRZX-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 | CCRZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Disciplined Core Fund Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 27, 2010 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CCRZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.66% | |||
| Dividend | CCRZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.32% | |||
| Asset Allocation | CCRZX-NASDAQ | Click to Compare |
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| Cash | -0.18% | |||
| Stock | 100.18% | |||
| U.S. Stock | 100.17% | |||
| 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 | CCRZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.05% | |||
| 30-Day Total Return | -0.11% | |||
| 60-Day Total Return | 3.60% | |||
| 90-Day Total Return | 4.81% | |||
| Year to Date Total Return | 11.20% | |||
| 1-Year Total Return | 14.66% | |||
| 2-Year Total Return | 31.79% | |||
| 3-Year Total Return | 71.08% | |||
| 5-Year Total Return | 75.83% | |||
| Price | CCRZX-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 | CCRZX-NASDAQ | Click to Compare |
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| Nav | $16.97 | |||
| 1-Month Low NAV | $16.79 | |||
| 1-Month High NAV | $17.15 | |||
| 52-Week Low NAV | $14.10 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $17.16 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | CCRZX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 12.78 | |||
| Balance Sheet | CCRZX-NASDAQ | Click to Compare |
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| Total Assets | 5.23B | |||
| Operating Ratios | CCRZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.69% | |||
| Turnover Ratio | 49.00% | |||
| Performance | CCRZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.19% | |||
| Last Bear Market Total Return | -14.97% | |||