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Columbia Disciplined Growth C (RDLCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.86-0.15 (-1.66%)
As of 08:05AM EDT. Market open.

Columbia Disciplined Growth C

BOSTON MA 02110

225 FRANKLIN STREET

Columbia Funds Series Trust II

612-671-4321
Management Information
,Lead Manager since June 14, 2021
Oleg Nusinzon is a senior portfolio manager on the Systematic Strategies Team for Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2020. Previously, Mr. Nusinzon spent ten years at PanAgora Asset Management, where he was a Director and a Lead Portfolio Manager on a flagship active global equity product. Prior to that, Mr. Nusinzon was an equity research analyst at Fidelity Investments building quantitative stock, industry and country models for a broad group of fund mandates. Mr. Nusinzon began his investment career at Salomon Brothers (currently Citigroup) in 1997. Mr. Nusinzon was a founding member of Communicator Inc (currently Markit), a start-up that developed Bond.Hub, an award-winning fixed income research platform. Mr. Nusinzon received an MBA from Chicago Booth School of Business, and a BSE in Mathematics and Computer Science from the University of Pennsylvania. He holds the Chartered Financial Analyst®designation and is a member of CFA Society in Boston.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyColumbia Threadneedle
Net Assets271.6M
YTD Return12.06%
Yield0.00%
Morningstar Rating★★★
Inception DateSept 26, 2010

Fund Operations

Last Dividend0.02
Last Cap Gain50.00
Holdings Turnover71.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRDLCXCategory Average
Annual Report Expense Ratio (net)0.81%0.99%
Prospectus Net Expense Ratio0.81%N/A
Prospectus Gross Expense Ratio0.96%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A