Columbia Disciplined Growth C (RDLCX)

Fund Assets	313.78M
Expense Ratio	1.721%
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	10.40
YTD Return	5.37%
1-Year Return	7.81%
5-Year Return	67.55%
52-Week Low	8.50
52-Week High	11.12
Beta (5Y)	1.17
Holdings	81
Inception Date	May 17, 2007

About RDLCX

Columbia Disciplined Growth Fund Class C is a mutual fund designed to pursue long-term capital appreciation by investing primarily in large-cap U.S. growth stocks. The fund applies a disciplined investment approach, utilizing robust sector- and industry-specific stock selection models developed through in-depth research and collaborative analysis. Emphasizing risk management, it aims to minimize unintended exposures while seeking out companies with strong growth potential. The fund’s strategy is grounded in a multifactor methodology, focusing on quality, value, and catalyst-driven themes to identify stocks that may outperform. Unlike funds that rely on macroeconomic forecasts, this fund maintains a fully invested portfolio at all times, making investment decisions based on quantitative stock selection rather than external market predictions. Columbia Disciplined Growth Fund Class C serves investors looking for exposure to leading U.S. companies positioned for above-average growth, and plays a significant role in the large-growth mutual fund segment, offering access to a diversified basket of industry leaders.

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

Performance

RDLCX had a total return of 7.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.60%.

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%
CLQZX	Institutional Class	0.81%
RDLAX	Class A	1.06%

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	$0.95108	Dec 9, 2025
Dec 10, 2024	$1.04884	Dec 10, 2024
Dec 11, 2023	$0.50375	Dec 11, 2023
Dec 9, 2022	$0.86827	Dec 9, 2022
Dec 9, 2021	$2.69588	Dec 9, 2021
Dec 9, 2020	$1.31531	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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