RSIPX Mutual Fund

RSIPX Mutual Fund (Columbia Disciplined Core Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $80.3M in net assets. RSIPX expense ratio is 0.68%, holding 85 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2006-12-11.

RSIPX performance shows a YTD return of 8.05%. The 1-year return is 17.84% and the 5-year return is 11.57%. RSIPX dividend yield stands at 10.38%, paid annually.

RSIPX top holdings include Nvidia Corp (9.6%), Apple, Inc (8.3%), Alphabet Inc,class A (5.9%), Microsoft Corp (5.2%), Meta Platforms Inc (2.9%). Go to all RSIPX holdings, RSIPX sectors, or RSIPX dividends.

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