Columbia Disciplined Value FundRLCAX

MUTUAL FUNDColumbia Threadneedle
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$192.4M
Expense ratio
1.03%
1-year return
+31.2%
3 years, a year
+18.0%
5 years, a year
+12.1%
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 Inc4.97%
XOM Exxon Mobil Corp2.93%
AMD Advanced Micro Devices Inc2.52%
CSCO Cisco Systems Inc2.28%
MO Altria Group Inc2.24%
QCOM QUALCOMM Inc2.21%
CVX Chevron Corp2.18%
KEYS Keysight Technologies Inc2.12%
META Meta Platforms Inc2.06%
BMY Bristol-Myers Squibb Co2.04%

More on RLCAX.

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