CCQYX Mutual Fund

CCQYX Mutual Fund (Columbia Disciplined Core Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $51.4M in net assets. CCQYX expense ratio is 0.63%, holding 84 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2015-06-01.

CCQYX performance shows a YTD return of 8.04%. The 1-year return is 17.88% and the 5-year return is 10.92%. CCQYX dividend yield stands at 10.63%, paid annually.

CCQYX 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 CCQYX holdings, CCQYX sectors, or CCQYX dividends.

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