Columbia Disciplined Growth FundCLQZX

MUTUAL FUNDColumbia Threadneedle
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$305.7M
Expense ratio
0.81%
1-year return
+32.0%
3 years, a year
+22.9%
5 years, a year
+13.1%
Holdings
68

What it aims to do.

Columbia Disciplined Growth Fund (the Fund) seeks to provide shareholders with long-term capital growth.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp10.65%
AAPL Apple Inc9.25%
GOOGL Alphabet Inc8.23%
MSFT Microsoft Corp7.22%
AVGO Broadcom Inc5.85%
META Meta Platforms Inc4.61%
AMZN Amazon.com Inc4.02%
TSLA Tesla Inc2.66%
LRCX Lam Research Corp2.44%
AMD Advanced Micro Devices Inc2.20%

More on CLQZX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.