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Columbia Disciplined Core Fund Class A (AQEAX)

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16.68 +0.09    +0.54%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.52B
Columbia Disciplined Core A 16.68 +0.09 +0.54%

AQEAX Overview

 
Find basic information about the Columbia Disciplined Core Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add AQEAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change27.81%
Prev. Close16.59
Risk Rating
TTM Yield0.62%
ROE34.83%
IssuerN/A
Turnover51%
ROA17.39%
Inception Date37735
Total Assets4.52B
Expenses0.96%
Min. Investment2,000
Market Cap237.56B
CategoryLarge Blend
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Columbia Disciplined Core Fund Class A Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1225 1038 1388 1302 1968 3062
Fund Return 22.45% 3.77% 38.77% 9.2% 14.5% 11.84%
Place in category 176 329 276 285 493 398
% in Category 11 25 18 20 44 48

Top Equity Funds by Columbia Threadneedle

  Name Rating Total Assets YTD% 3Y% 10Y%
  Columbia Dividend Income Z 18.52B 15.18 7.90 11.04
  Columbia Dividend Income Y 9.26B 15.31 8.02 11.19
  Columbia Seligman Comms & Info A 8.2B 16.30 8.12 19.40
  Columbia Contrarian Core Z 5.41B 18.99 9.59 12.63
  Columbia Dividend Income A 4.75B 14.95 7.63 10.76

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 703.38B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 546.41B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 396.4B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 191.38B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 8.23 141.95 -3.22%
  Apple US0378331005 6.14 229.92 +0.61%
  Microsoft US5949181045 5.90 414.48 +0.39%
  Alphabet A US02079K3059 5.06 164.87 -1.65%
  Meta Platforms US30303M1027 4.04 558.71 -0.78%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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