Skip to search.
 TSX Up 0.16% TSX Ventures Down 0.30%

Columbia Disciplined Core A (AQEAX)

9.92 Down 0.10(1.00%) Sep 29
Prev Close:10.02
YTD Return*:3.75%
Net Assets*:4.02B
Yield*:1.23%

* As of 31-Aug-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for AQEAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL3.35N/A
FB3.18N/A
PFE2.84N/A
JNJ2.68N/A
CSCO2.57N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:4.02B
Category:Large Blend
Annual Report Expense Ratio (net):1.06%

Performance & Risk

YTD Return:3.75%
5y Avg Return:14.13%
Rank in Category (ytd):83
% Rank in Category (ytd):5.29%
Beta (3y):1.03
Morningstar Risk Rating:4

Fund Summary

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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback