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Columbia Disciplined Core Fund Class A (AQEAX)

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15.06 +0.13    +0.87%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 4.45B
Type:  Fund
Market:  United States
Issuer:  Columbia
Asset Class:  Equity
Columbia Disciplined Core A 15.06 +0.13 +0.87%

AQEAX Overview

 
Find basic information about the Columbia Disciplined Core Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add AQEAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.67%
Prev. Close14.93
Risk Rating
TTM Yield0.58%
ROE34.83%
IssuerColumbia
Turnover51%
ROA17.39%
Inception Date37735
Total Assets4.45B
Expenses0.96%
Min. Investment2,000
Market Cap237.56B
CategoryLarge Blend
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Columbia Disciplined Core Fund Class A Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1296 1078 1353 1381 2013 3151
Fund Return 29.58% 7.78% 35.33% 11.37% 15.02% 12.16%
Place in category 183 306 243 366 500 410
% in Category 14 27 18 27 46 50

Top Equity Funds by Columbia Threadneedle

  Name Rating Total Assets YTD% 3Y% 10Y%
  Columbia Dividend Income Z 21.64B 20.78 10.47 11.27
  Columbia Dividend Income Y 8.94B 20.90 10.58 11.42
  Columbia Seligman Comms & Info A 8.42B 26.65 9.83 19.88
  Columbia Contrarian Core Z 6.14B 25.71 12.38 12.95
  Columbia Dividend Income A 4.61B 20.51 10.20 10.99

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 8.23 140.22 +0.39%
  Apple US0378331005 6.14 258.20 +1.15%
  Microsoft US5949181045 5.90 439.33 +0.94%
  Alphabet A US02079K3059 5.06 196.11 +0.76%
  Meta Platforms US30303M1027 4.04 607.75 +1.32%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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