AQEAX : Columbia Disciplined Core Fund Class A

AQEAX is a US Stocks Market Large Blend with HIGH fees.

AQEAX

Columbia Disciplined Core Fund Class A

FI Score

53 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

53% FI Score
  • aqeax
  • Mutual Fund
  • US Stocks
  • Large Blend

Columbia Disciplined Core Fund Class A

Expenses: 0.98% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

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 (including equity futures and index futures) for cash equitization purposes.

Largest Holdings

Amount Holding
4.77% Alphabet Inc A
3.99% Microsoft Corp
3.83% Facebook Inc A
3.39% Apple Inc
3.05% Amazon.com Inc
2.74% Mastercard Inc A
2.61% Intel Corp
2.44% Merck & Co Inc
2.43% Procter & Gamble Co
2.40% Cisco Systems Inc
2.21% Johnson & Johnson
2.17% Lockheed Martin Corp
2.15% Medtronic PLC
2.10% Citigroup Inc
2.05% Intercontinental Exchange Inc
1.96% Qualcomm Inc
1.94% American Tower Corp
1.93% Verizon Communications Inc
1.88% Cummins Inc
1.87% VeriSign Inc
1.70% E-mini S&P 500 June20
1.70% Philip Morris International Inc
1.58% Exelon Corp
1.57% eBay Inc
1.55% S&P Global Inc

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