Columbia Disciplined Core A (AQEAX)
* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.06%|
Performance & Risk
|5y Avg Return:||11.49%|
|Rank in Category (ytd):||79|
|% Rank in Category (ytd):||4.92%|
|Morningstar Risk Rating:||4|
The investment seeks to provide shareholders with long-term capital growth.
Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) 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 S&P 500 Index (the index) at the time of purchase. It may invest in derivatives, such as futures contracts, including equity index futures, for cash equitization purposes. View More