Columbia Disciplined Value FundCVQZX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$192.4M
Expense ratio
0.78%
1-year return
+31.5%
3 years, a year
+18.3%
5 years, a year
+12.3%
Holdings
95
What it aims to do.
Columbia Disciplined Value Fund (the Fund) seeks to provide shareholders with long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 4.97% |
| XOM Exxon Mobil Corp | 2.93% |
| AMD Advanced Micro Devices Inc | 2.52% |
| CSCO Cisco Systems Inc | 2.28% |
| MO Altria Group Inc | 2.24% |
| QCOM QUALCOMM Inc | 2.21% |
| CVX Chevron Corp | 2.18% |
| KEYS Keysight Technologies Inc | 2.12% |
| META Meta Platforms Inc | 2.06% |
| BMY Bristol-Myers Squibb Co | 2.04% |
More on CVQZX.
- CVQZX overview
- CVQZX holdings
- CVQZX risk
- CVQZX costs
- CVQZX money in and out
- CVQZX share classes
- Compare CVQZX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.