CCRZX – Columbia Disciplined Core Inst Investment Strategy | Morningstar

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Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RSIPX	Columbia Disciplined Core Fund Institutional 2 Class	Institutional	Open			Dec 11, 2006	$80.89M	0.680%	Average	$0	−$572,295.95
CCRZX	Columbia Disciplined Core Fund Institutional Class	Institutional	—			Sep 27, 2010	$395.03M	0.690%	Average	$2,000	−$46.83M
CCQYX	Columbia Disciplined Core Fund Institutional 3 Class	Institutional	Open			Jun 1, 2015	$52.98M	0.630%	Below Average	$1M	−$491,080.45
AQEAX	Columbia Disciplined Core Fund Class A	Front Load	Open			Apr 24, 2003	$4.67B	0.940%	Below Average	$2,000	−$467.04M
RDCEX	Columbia Disciplined Core Fund Class C	Level Load	Open			Apr 24, 2003	$29.33M	1.690%	Average	$2,000	−$5.24M

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