CLQZX Mutual Fund

CLQZX Mutual Fund (Columbia Disciplined Growth Fund Class Institutional) is managed by Columbia Threadneedle Investments with $70.2M in net assets. CLQZX expense ratio is 0.81%, holding 68 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2010-09-27.

CLQZX performance shows a YTD return of 0.90%. The 1-year return is 10.66% and the 5-year return is 11.64%. CLQZX dividend yield stands at 7.57%, paid annually.

CLQZX 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 CLQZX holdings, CLQZX sectors, or CLQZX dividends.

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