RLCAX Mutual Fund
RLCAX Mutual Fund
Columbia Disciplined Value Fund Class A
RLCAX Mutual Fund Overview
RLCAX Mutual Fund (Columbia Disciplined Value Fund Class A) is managed by Columbia Threadneedle Investments with $165.8M in net assets. RLCAX expense ratio is 1.03%, holding 94 positions across sectors including Unknown, Industrials, Financials. Inception date: 2008-08-01.
RLCAX performance shows a YTD return of 15.57%. The 1-year return is 28.29% and the 5-year return is 12.76%. RLCAX dividend yield stands at 10.11%, paid annually.
RLCAX top holdings include 'alphabet Inc., Class 'a'' (4.1%), Exxon Mobil Corp. (3.5%), Jpmorgan Chase & Co (2.7%), CHEVRON CORP (2.5%), Bristol-Myers Squibb Co. (2.2%). View all RLCAX holdings, sector breakdown, or dividend history.
RLCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RLCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.