RDLCX - Columbia Disciplined Growth Fund Class C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Columbia Disciplined Growth Fund Class C



Columbia Funds Series Trust II

Management Information
,Lead Manager since December 11, 2019
Raghavendran Sivaraman is a portfolio manager on the Quantitative Strategies Team for Columbia Threadneedle Investments. He began his investment career at one of the Columbia Threadneedle Investments legacy firms in 2007. Dr. Sivaraman received a B.Tech. in computer science engineering from the Indian Institute of Technology, Madras and a Ph.D. in operations research from the Massachusetts Institute of Technology. In addition, he holds the Chartered Financial Analyst® designation.
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 Assets193.52M
YTD Return22.68%
Morningstar Rating★★★
Inception DateMay 16, 2007

Fund Operations

Last Dividend0.02
Last Cap Gain47.00
Holdings Turnover71.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRDLCXCategory Average
Annual Report Expense Ratio (net)1.82%0.99%
Prospectus Net Expense Ratio1.82%N/A
Prospectus Gross Expense Ratio1.92%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