Columbia Disciplined Growth Fund Class A (RDLAX)

Fund Assets	302.68M
Expense Ratio	1.06%
Min. Investment	$2,000
Turnover	58.00%
Dividend (ttm)	0.96
Dividend Yield	7.85%
Dividend Growth	-12.27%
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	12.24
YTD Return	4.32%
1-Year Return	14.49%
5-Year Return	67.05%
52-Week Low	10.19
52-Week High	13.10
Beta (5Y)	1.01
Holdings	79
Inception Date	May 17, 2007

About RDLAX

Columbia Disciplined Growth Fund Class A is an actively managed mutual fund designed to seek long-term capital growth. The fund employs a disciplined investment approach that combines both quantitative and fundamental research techniques. By integrating sector- and industry-specific multi-factor stock selection models, the fund aims to identify stocks with strong potential to outperform the broader market. Under normal conditions, it invests at least 80% of its net assets in equity securities, focusing on large-cap growth companies across various industries. This strategy is intended to maximize portfolio exposure to growth opportunities while maintaining a rigorous investment discipline. The fund's collaborative research framework and systematic process are key distinguishing features, allowing it to adapt to changing market environments and target sustainable growth over time. Columbia Disciplined Growth Fund Class A holds significance for investors seeking diversified exposure to established growth-oriented equities through a carefully structured and research-driven process.

• Fund Family: Columbia Threadneedle
• Category: Large Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: RDLAX
• Share Class: Class A
• Index: Russell 1000 Growth TR

Performance

RDLAX had a total return of 14.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.96%.

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	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth Fund - Class K	0.54%

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%
CLQZX	Institutional Class	0.81%
RDLCX	Class C	1.81%

Top 10 Holdings

51.82% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	10.70%
Apple Inc.	AAPL	9.11%
Alphabet Inc.	GOOGL	7.61%
Microsoft Corporation	MSFT	4.95%
Meta Platforms, Inc.	META	4.62%
Broadcom Inc.	AVGO	4.50%
Micron Technology, Inc.	MU	3.33%
Tesla, Inc.	TSLA	2.60%
Advanced Micro Devices, Inc.	AMD	2.46%
Lam Research Corporation	LRCX	1.94%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$0.9602	Dec 9, 2025
Dec 10, 2024	$1.0945	Dec 10, 2024
Dec 11, 2023	$0.53202	Dec 11, 2023
Dec 9, 2022	$0.86827	Dec 9, 2022
Dec 9, 2021	$2.7359	Dec 9, 2021
Dec 9, 2020	$1.31563	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:

Aug 24, 2026

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