AQEAX Mutual Fund

AQEAX Mutual Fund (Columbia Disciplined Core Fund Class A) is managed by Columbia Threadneedle Investments with $4.74B in net assets. AQEAX expense ratio is 0.94%, holding 84 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2003-04-24.

AQEAX performance shows a YTD return of 7.88%. The 1-year return is 17.58% and the 5-year return is 10.57%. AQEAX dividend yield stands at 10.50%, paid annually.

AQEAX top holdings include Nvidia Corp. (9.1%), Alphabet Inc Common Stock USD 0.001 (6.8%), Apple, Inc (6.2%), Microsoft Corp (4.5%), Meta Platforms Inc Class A (3.4%). Go to all AQEAX holdings, AQEAX sectors, or AQEAX dividends.

AQEAX can be compared against other funds. Use AQEAX overlap to find shared positions, or AQEAX vs another fund for a side-by-side view. AQEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.