About CCRZX
Columbia Disciplined Core Fund Institutional Class is a large-blend mutual fund designed to offer diversified exposure to U.S. large-cap equities. Its primary objective is long-term capital growth, achieved by investing at least 80% of assets in equities that align with the market capitalization range of the S&P 500 Index. The fund utilizes a disciplined, quantitatively driven approach, leveraging proprietary models to select both growth and value stocks across multiple sectors. Notably, its portfolio is concentrated in leading technology and communication services companies, with top holdings including NVIDIA, Apple, Microsoft, and Alphabet. Sector allocations closely mirror the broader U.S. equity market, aiming for balanced representation and risk management.
With a moderate expense ratio and an institutional share class structure, the fund suits investors seeking core equity exposure with an emphasis on disciplined stock selection and broad market participation. The fund's process incorporates ongoing enhancements to its quantitative models, aiming to adapt to shifting market conditions and enhance decision-making. As such, the Columbia Disciplined Core Fund Institutional Class serves as a foundational component for diversified equity portfolios within the U.S. market.
Fund Family Columbia Threadneedle
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CCRZX
Share Class Institutional Class
Index S&P 500 TR
CCRZX had a total return of 10.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.64%.
