Columbia Disciplined Growth Inst (CLQZX)

Fund Assets	313.78M
Expense Ratio	0.81%
Min. Investment	$2,000
Turnover	63.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	13.01
YTD Return	6.20%
1-Year Return	9.83%
5-Year Return	74.30%
52-Week Low	10.58
52-Week High	13.57
Beta (5Y)	1.01
Holdings	81
Inception Date	Sep 27, 2010

About CLQZX

The Columbia Disciplined Growth Fund Institutional Class is an equity mutual fund designed to pursue long-term capital appreciation by investing predominantly in large-cap U.S. companies with strong growth prospects. The fund employs a disciplined, research-driven investment process that integrates sector- and industry-specific stock selection models, focusing on companies characterized by above-average earnings, sales, and cash flow growth. Emphasizing a rigorous risk-management framework, the portfolio is systematically constructed to mitigate unintended exposures and maintain diversification within the growth segment of the market. The fund’s multifactor approach leverages themes such as quality, value, and catalysts to identify stocks with the potential to outperform their peers, all while maintaining a consistent, fully-invested posture rather than making macroeconomic calls. Positioned within the large growth category, the Columbia Disciplined Growth Fund Institutional Class serves institutional investors seeking exposure to dynamic sectors and innovative companies that are helping to shape the future of the U.S. economy.

• Fund Family: Columbia Threadneedle
• Category: Large-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CLQZX
• Share Class: Institutional Class
• Index: Russell 1000 Growth TR

Performance

CLQZX had a total return of 9.83% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.78%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.46%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.73%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CGQYX	Institutional 3 Class	0.74%
RDLAX	Class A	1.06%
RDLCX	Class C	1.81%

Top 10 Holdings

53.05% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	11.41%
Apple Inc.	AAPL	9.06%
Alphabet Inc.	GOOGL	7.03%
Microsoft Corporation	MSFT	5.24%
Meta Platforms, Inc.	META	4.61%
Broadcom Inc.	AVGO	4.15%
Micron Technology, Inc.	MU	3.76%
Tesla, Inc.	TSLA	3.16%
Advanced Micro Devices, Inc.	AMD	2.35%
Palantir Technologies Inc.	PLTR	2.27%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$0.9732	Dec 9, 2025
Dec 10, 2024	$1.10972	Dec 10, 2024
Dec 11, 2023	$0.54144	Dec 11, 2023
Dec 9, 2022	$0.86827	Dec 9, 2022
Dec 9, 2021	$2.74923	Dec 9, 2021
Dec 9, 2020	$1.3401	Dec 9, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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