CCQYX Mutual Fund

CCQYX Mutual Fund (Columbia Disciplined Core Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $51.7M in net assets. CCQYX expense ratio is 0.63%, holding 81 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2015-06-01.

CCQYX performance shows a YTD return of 9.09%. The 1-year return is 10.54% and the 5-year return is 11.05%. CCQYX dividend yield stands at 0.78%, paid annually.

CCQYX top holdings include NVIDIA Corp (9.3%), Apple Inc (9.1%), Microsoft Corp (5.5%), Alphabet Inc,class A (4.4%), Meta Platforms Inc Class A (3.4%). Go to all CCQYX holdings, CCQYX sectors, or CCQYX dividends.

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