CCRZX Mutual Fund

CCRZX Mutual Fund (Columbia Disciplined Core Fund Class Institutional) is managed by Columbia Threadneedle Investments with $405.7M in net assets. CCRZX expense ratio is 0.69%, holding 84 positions across sectors including Information Technology, Health Care, Financials. 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 10.85%. CCRZX dividend yield stands at 10.59%, paid annually.

CCRZX 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 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.