CGQYX Mutual Fund

CGQYX Mutual Fund (Columbia Disciplined Growth Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $46.6M in net assets. CGQYX expense ratio is 0.74%, holding 68 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2015-06-01.

CGQYX performance shows a YTD return of 0.96%. The 1-year return is 10.70% and the 5-year return is 11.72%. CGQYX dividend yield stands at 7.72%, paid annually.

CGQYX top holdings include Nvidia Corp. (10.7%), Apple, Inc (9.1%), Alphabet Inc.Class A (7.6%), Microsoft Corp 4.100 Feb 06 37 (5.0%), Meta Platform Inc (4.6%). Go to all CGQYX holdings, CGQYX sectors, or CGQYX dividends.

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