RLCAX Mutual Fund

RLCAX Mutual Fund (Columbia Disciplined Value Fund Class A) is managed by Columbia Threadneedle Investments with $166.8M in net assets. RLCAX expense ratio is 1.03%, holding 91 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2008-08-01.

RLCAX performance shows a YTD return of 24.91%. The 1-year return is 32.60% and the 5-year return is 13.41%. RLCAX dividend yield stands at 9.35%, paid annually.

RLCAX top holdings include Apple, Inc (6.6%), Microsoft Corp (4.7%), Amazon.Com Inc (4.3%), Exxonmobil Holdings Corp Common Stock Usd (2.5%), Cisco Systems Inc. - Ordinary Shares (2.4%). Go to all RLCAX holdings, RLCAX sectors, or RLCAX dividends.

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