Columbia Disciplined Growth Fund Institutional Class
CLQZX
NASDAQ
| Weiss Ratings | CLQZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CLQZX-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 | CLQZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Disciplined Growth Fund Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| 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 | CLQZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CLQZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.64% | |||
| Asset Allocation | CLQZX-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 | CLQZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -4.77% | |||
| 30-Day Total Return | -8.49% | |||
| 60-Day Total Return | -5.73% | |||
| 90-Day Total Return | -5.51% | |||
| Year to Date Total Return | -0.73% | |||
| 1-Year Total Return | -0.38% | |||
| 2-Year Total Return | 23.58% | |||
| 3-Year Total Return | 68.38% | |||
| 5-Year Total Return | 58.59% | |||
| Price | CLQZX-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 | CLQZX-NASDAQ | Click to Compare |
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| Nav | $12.17 | |||
| 1-Month Low NAV | $12.05 | |||
| 1-Month High NAV | $13.48 | |||
| 52-Week Low NAV | $10.58 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $13.48 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | CLQZX-NASDAQ | Click to Compare |
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| Beta | 1.23 | |||
| Standard Deviation | 16.76 | |||
| Balance Sheet | CLQZX-NASDAQ | Click to Compare |
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| Total Assets | 288.13M | |||
| Operating Ratios | CLQZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.81% | |||
| Turnover Ratio | 63.00% | |||
| Performance | CLQZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.12% | |||
| Last Bear Market Total Return | -19.07% | |||