CCQYX Mutual Fund

CCQYX Mutual Fund (Columbia Disciplined Core Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $50.1M in net assets. CCQYX expense ratio is 0.63%, holding 85 positions across sectors including Information Technology, Financials, Health Care. 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 11.62%. CCQYX dividend yield stands at 10.33%, paid annually.

CCQYX 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 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.