About CGQYX
The Columbia Disciplined Growth Fund Institutional 3 Class is a mutual fund designed to provide long-term capital appreciation by investing primarily in large-cap U.S. companies. The fund focuses on growth-oriented equities, with at least 80% of its assets allocated to companies that have a market capitalization of $5 billion or more at the time of purchase. Its portfolio is concentrated in leading sectors such as technology, consumer discretionary, and communication services, and features prominent holdings like Apple, Microsoft, NVIDIA, Meta Platforms, and Amazon. The fund aims to closely track the performance of the Russell 1000 Growth Index, serving as a representative vehicle for investors seeking exposure to leading growth stocks in the U.S. equity market. Noteworthy features include a disciplined, model-driven investment approach and an institutional share class structure, which typically offers lower expense ratios than retail classes. By focusing on high-growth companies, the fund plays a significant role in portfolios seeking to capture potential gains from the innovation and expansion of major U.S. corporations.
Fund Family Columbia Threadneedle
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CGQYX
Share Class Institutional 3 Class
Index Russell 1000 Growth TR
CGQYX had a total return of 14.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 28.86%.
