RDLCX:NASDAQ
Columbia Disciplined Growth Fund Class C – RDLCX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 7.80 | -0.55 (-6.59%) | 7.80 - 10.62 | -- |
Market data as of 12:00AM 04/03/25. Quotes are delayed by at least 15 min.
Overview - RDLCX
The investment seeks long-term capital growth.
Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) 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 Russell 1000® Growth Index (the index) at the time of purchase.
Growth of $10,000 (10 Years)
| Total Return | 9.57% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | 1.92% |
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| Front Load | None |
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| Deferred Load | 1.00% |
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| Minimum Investment | $2,000 |
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| Management Tenure | 5 Years |
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| Fund Inception | 05/17/2007 |
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Trailing Total Returns - RDLCX
as of 03/31/2025
| Timeframe | RDLCX | S&P 500 | Large Growth |
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| 1 Month | -8.58% | -5.63% | -8.05% |
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| 3 Month | -10.97% | -4.27% | -8.49% |
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| Year-to-Date | -10.97% | -4.27% | -8.49% |
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| 1 Year | 1.15% | 8.25% | 5.01% |
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| 3 Year | 7.38% | 9.06% | 7.76% |
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| 5 Year | 17.48% | 18.59% | 16.99% |
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| 10 Year | 11.89% | 12.50% | 12.61% |
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| Since Inception | 9.57% | 10.98% | -- |
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Sector Allocation - RDLCX
as of 03/31/2025
| Basic Materials | | 0.02% |
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| Consumer Cyclical | | 14.01% |
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| Financial Services | | 7.11% |
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| Real Estate | | 0.23% |
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| Consumer Defensive | | 3.42% |
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| Healthcare | | 7.00% |
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| Utilities | | 0.03% |
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| Communication Services | | 13.13% |
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| Energy | | 0.60% |
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| Industrials | | 4.26% |
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| Technology | | 50.19% |
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Asset Allocation - RDLCX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 100.00 | 100.00 |
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| Bond | 0.00 | | | 0.00 | 0.00 |
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| Other | 0.00 | | | 0.00 | 0.00 |
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| Foreign Stock | 0.00 | | | 0.17 | 0.17 |
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| Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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| Total | 0.00 | | | 100.17 | 100.17 |
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| Cash | 1.18 | | | 1.01 | -0.17 |
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| Total Net Assets | $270.26M |
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| Total Stock Holdings | 67 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - RDLCX
as of 03/31/2025
Valuation & Growth - RDLCX
as of 03/31/2025
| Valuation | RDLCX | Category Range |
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| Price/Earnings | 27.43 | |
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| Price/Book | 7.33 | |
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| Price/Sales | 4.15 | |
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| Price/Cash Flow | 18.94 | |
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| Dividend Yield | 0.82 | |
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| LT Earnings | 14.28 | |
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| Historical Earnings | 21.43 | |
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| Sales Growth | 11.01 | |
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| Cash-Flow Growth | 25.53 | |
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| Book-Value Growth | 15.6 | |
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