Morningstar

Columbia Cornerstone Equity Fund Institutional 2 Class CLCRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.80  /  +0.04 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.590%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.44%
  • Turnover 71%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CLCRX

Will CLCRX 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 CLCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CLCRX 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 CLCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A mixed bag.

Analyst David Carey

David Carey

Analyst

Summary

The Columbia Cornerstone Equity strategy (which includes the US mutual fund, a separately managed account, composite, and a model portfolio) has adequate resources, but its approach doesn’t stand out. It retains its Average People and Process ratings.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CLCRX

More CLCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.24 137M
Technology

Apple Inc

5.97 89M
Technology

Microsoft Corp

5.09 76M
Technology

Alphabet Inc Class C

4.91 73M
Communication Services

Amazon.com Inc

3.90 58M
Consumer Cyclical

Broadcom Inc

3.58 53M
Technology

Micron Technology Inc

2.94 44M
Technology

JPMorgan Chase & Co

2.46 36M
Financial Services

Meta Platforms Inc Class A

2.45 36M
Communication Services

Mastercard Inc Class A

2.42 36M
Financial Services

Sponsor Center