Columbia Disciplined Growth Fund Institutional 3 Class
CGQYX
NASDAQ
| Weiss Ratings | CGQYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CGQYX-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 | CGQYX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Disciplined Growth Fund Institutional 3 Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| 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 | CGQYX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CGQYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.64% | |||
| Asset Allocation | CGQYX-NASDAQ | Click to Compare |
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| Cash | -0.12% | |||
| Stock | 100.12% | |||
| U.S. Stock | 98.77% | |||
| Non-U.S. Stock | 1.35% | |||
| 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 | CGQYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -4.73% | |||
| 30-Day Total Return | -8.43% | |||
| 60-Day Total Return | -5.74% | |||
| 90-Day Total Return | -5.45% | |||
| Year to Date Total Return | -0.63% | |||
| 1-Year Total Return | -0.33% | |||
| 2-Year Total Return | 23.80% | |||
| 3-Year Total Return | 68.67% | |||
| 5-Year Total Return | 59.26% | |||
| Price | CGQYX-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 | CGQYX-NASDAQ | Click to Compare |
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| Nav | $12.48 | |||
| 1-Month Low NAV | $12.36 | |||
| 1-Month High NAV | $13.82 | |||
| 52-Week Low NAV | $10.85 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $13.82 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | CGQYX-NASDAQ | Click to Compare |
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| Beta | 1.24 | |||
| Standard Deviation | 16.79 | |||
| Balance Sheet | CGQYX-NASDAQ | Click to Compare |
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| Total Assets | 288.13M | |||
| Operating Ratios | CGQYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.74% | |||
| Turnover Ratio | 63.00% | |||
| Performance | CGQYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.22% | |||
| Last Bear Market Total Return | -19.06% | |||