Morningstar

Columbia Disciplined Core Fund Class C RDCEX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.05  /  +0.75 %
  • Total Assets 5.2B
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.690%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 49%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RDCEX

Will RDCEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RDCEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RDCEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RDCEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Disciplined Core C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings RDCEX

More RDCEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.65 505M
Technology

Apple Inc

8.34 436M
Technology

Alphabet Inc Class A

5.93 310M
Communication Services

Microsoft Corp

5.21 273M
Technology

Meta Platforms Inc Class A

2.86 149M
Communication Services

Amazon.com Inc

2.43 127M
Consumer Cyclical

Mastercard Inc Class A

2.21 115M
Financial Services

E-mini S&P 500 Future Sept 26

2.10 110M
—

Bristol-Myers Squibb Co

2.00 104M
Healthcare

Columbia Short-Term Cash

1.92 101M
Cash and Equivalents

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