CCRZX Mutual Fund
CCRZX Mutual Fund
Columbia Disciplined Core Fund Class Institutional
CCRZX Mutual Fund Overview
CCRZX Mutual Fund (Columbia Disciplined Core Fund Class Institutional) is managed by Columbia Threadneedle Investments with $388.7M in net assets. CCRZX expense ratio is 0.69%, holding 84 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 2010-09-27.
CCRZX performance shows a YTD return of 5.76%. The 1-year return is 18.06% and the 5-year return is 11.10%. CCRZX dividend yield stands at 10.82%, paid annually.
CCRZX top holdings include Nvidia Corp. (9.1%), Alphabet Inc Common Stock USD 0.001 (6.8%), Apple, Inc (6.2%), Microsoft Corp 4.100 Feb 06 37 (4.5%), Meta Platforms Inc Class A (3.4%). View all CCRZX holdings, sector breakdown, or dividend history.
CCRZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CCRZX alternatives are available via the screener, along with tax-loss harvesting opportunities.