CCRZX Mutual Fund

CCRZX Mutual Fund (Columbia Disciplined Core Fund Class Institutional) is managed by Columbia Threadneedle Investments with $394.7M in net assets. CCRZX expense ratio is 0.69%, holding 85 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2010-09-27.

CCRZX performance shows a YTD return of 7.98%. The 1-year return is 17.77% and the 5-year return is 11.56%. CCRZX dividend yield stands at 10.59%, paid annually.

CCRZX 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 CCRZX holdings, CCRZX sectors, or CCRZX dividends.

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