About AQEAX
Columbia Disciplined Core Fund Class A is a mutual fund focused on achieving long-term capital growth by investing primarily in large-cap U.S. equities. This fund seeks to provide shareholders with diversified exposure to the broader U.S. stock market, blending both growth and value stocks within its portfolio. Employing a disciplined, quantitative investment process, the fund rigorously identifies companies with the potential to outperform market peers, leveraging firm-wide research and advanced selection models to optimize portfolio construction.
A key characteristic of the fund is its emphasis on major sectors such as technology, financial services, consumer cyclical, and communication services, with significant holdings in industry leaders like NVIDIA, Apple, Microsoft, Alphabet, and Amazon. The portfolio maintains a moderate turnover rate, balancing active management with a long-term perspective. With approximately 80% or more of assets allocated to equities under normal market conditions, the fund is designed for investors seeking broad-based exposure to large blend stocks. Its sector and style diversification reflect its core role in providing foundational equity exposure within diversified investment portfolios. The fund’s systematic approach and emphasis on quantitative analysis distinguish it as a staple in the large-blend mutual fund category.
Fund Family Columbia Threadneedle
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol AQEAX
Share Class Class A
Index S&P 500 TR
AQEAX had a total return of 9.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.11%.
