Columbia Disciplined E Fund Quote
| CCQYX Fund | USD 15.51 0.14 0.91% |
PerformanceSolid
| Odds Of DistressLow
|
Columbia Disciplined is trading at 15.51 as of the 4th of July 2025; that is 0.91% up since the beginning of the trading day. The fund's open price was 15.37. Columbia Disciplined has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 4th of June 2025 and ending today, the 4th of July 2025. Click here to learn more.
Under normal market conditions, at least 80 percent of the funds net assets are invested in equity securities of companies with market capitalizations greater than 5 billion at the time of purchase or that are within the market capitalization range of companies in the SP 500 Index at the time of purchase. More on Columbia Disciplined E
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Blend Funds, Large Blend, Columbia (View all Sectors) |
| Update Date | 30th of June 2025 |
Columbia Disciplined E [CCQYX] is traded in USA and was established 4th of July 2025. Columbia Disciplined is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia family. This fund currently has accumulated 4.55 B in assets under management (AUM) with no minimum investment requirementsColumbia Disciplined is currently producing year-to-date (YTD) return of 1.34% with the current yeild of 0.01%, while the total return for the last 3 years was 12.23%.
Check Columbia Disciplined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Disciplined E Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Disciplined E Mutual Fund Constituents
| MO | Altria Group | Stock | Consumer Staples | |
| LLY | Eli Lilly and | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| DE | Deere Company | Stock | Industrials | |
| C | Citigroup | Stock | Financials |
Columbia Disciplined Top Holders
| CBVZX | Columbia Capital Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| NIPAX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| ABDAX | Columbia Capital Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| NLGAX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| RPCCX | Columbia Capital Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| CLIRX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| NIICX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| AMTCX | Columbia Capital Allocation | Mutual Fund | Allocation--50% to 70% Equity |
Columbia Disciplined Risk Profiles
| Mean Deviation | 1.08 | |||
| Semi Deviation | 1.68 | |||
| Standard Deviation | 1.9 | |||
| Variance | 3.6 |
Columbia Disciplined Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Disciplined financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Disciplined security.
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