About RSIPX
Columbia Disciplined Core Fund Institutional 2 Class is an actively managed mutual fund positioned within the large blend category, focusing on both growth and value stocks of large-cap U.S. companies. The fund’s primary objective is to provide shareholders with long-term capital growth by investing at least 80% of its net assets in equities, targeting firms with market capitalizations similar to those found in the S&P 500 Index. Utilizing a disciplined, research-driven approach, the fund employs robust sector- and industry-specific stock selection models, emphasizing risk management to limit unintended concentrations in its portfolio. Its top holdings include influential technology and consumer companies such as NVIDIA, Apple, Microsoft, Alphabet, and Amazon, reflecting a significant allocation to leading sectors shaping the broader economy. With an institutional share class tailored for larger investors, the fund is notable for its balanced exposure across major industries, aiming to capture market opportunities while managing portfolio risk. Columbia Disciplined Core Fund Institutional 2 Class plays a strategic role in providing diversified U.S. equity exposure for institutional portfolios and investors seeking a blend of growth and value characteristics.
Fund Family Columbia Threadneedle
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol RSIPX
Share Class Institutional 2 Class
Index S&P 500 TR
RSIPX had a total return of 13.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.80%.
