Columbia Disciplined Growth Fund Q3 2025 Commentary
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Columbia Threadneedle Investments979 FollowersFollow5ShareSavePlay(12min)CommentsSummaryColumbia Disciplined Growth Fund Institutional Class shares returned 11.31% for the quarter ended September 30, 2025.The fund posted positive absolute returns that outperformed its benchmark, the Russell 1000 Growth Index, which returned 10.51%.Artificial intelligence enthusiasm continued to support equity markets, with companies exposed to the theme performing well.Stock selection overall contributed positively to the portfolio’s performance relative to the Russell Index.This environment of substantial uncertainty suggests increased market volatility ahead, creating both opportunities and risks. Richard Drury/DigitalVision via Getty Images Fund performance Columbia Disciplined Growth Fund Class A shares returned 11.26% (excluding sales charges) and Institutional Class shares returned 11.31% for the quarter ended September 30, 2025. The fund posted positive absolute returns that This article was written byColumbia Threadneedle Investments979 FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information please visit columbiathreadneedleus.com.Quick InsightsHow did Columbia Disciplined Growth Fund outperform its benchmark in Q3 2025?The fund returned 11.3% versus the Russell 1000 Growth Index's 10.5%, driven by positive stock selection, especially in catalyst and value themes.What forward risks and opportunities does the fund see in the current market?The fund notes slowing labor markets, persistent inflation, and data reliability risks, but sees AI-driven productivity and accommodative Fed policy as supporting factors.How does the fund's portfolio strategy position it for future volatility?The fund emphasizes capital discipline, high profitability, and quality operations, maintaining a neutral sector stance and relying on quantitative stock selection for resilience and selectivity.Recommended For You