AQEAX Mutual Fund

AQEAX Mutual Fund (Columbia Disciplined Core Fund Class A) is managed by Columbia Threadneedle Investments with $4.65B in net assets. AQEAX expense ratio is 0.94%, holding 85 positions across sectors including Information Technology, Financials, Health Care. 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 11.29%. AQEAX dividend yield stands at 10.21%, paid annually.

AQEAX top holdings include Nvidia Corp (9.6%), Apple, Inc (8.3%), Alphabet Inc,class A (5.9%), Microsoft Corp (5.2%), Meta Platforms Inc (2.9%). 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.