CGQYX Mutual Fund

CGQYX Mutual Fund (Columbia Disciplined Growth Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $47.0M in net assets. CGQYX expense ratio is 0.74%, holding 78 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2015-06-01.

CGQYX performance shows a YTD return of 5.10%. The 1-year return is 13.77% and the 5-year return is 11.64%. CGQYX dividend yield stands at 7.41%, paid annually.

CGQYX top holdings include Nvidia Corp (11.4%), Apple, Inc (9.1%), Alphabet Inc,class A (7.0%), Microsoft Corp (5.2%), Meta Platforms 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.