CLCRX – Columbia Cornerstone Equity Inst 2 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks, preferred stocks and convertible securities and may invest in exchange-traded funds.

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
NSEAX	Columbia Cornerstone Equity Fund Class S	No Load	Open			Oct 2, 2024	$49.37M	0.650%	Below Average	$0	−$2.89M
NSEPX	Columbia Cornerstone Equity Fund Institutional Class	Institutional	Open			Oct 2, 1998	$307.68M	0.650%	Average	$2,000	−$124.58M
CLCRX	Columbia Cornerstone Equity Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$171.24M	0.580%	Below Average	$0	−$127.16M
CLEYX	Columbia Cornerstone Equity Fund Institutional 3 Class	Institutional	Open			Mar 1, 2017	$662.18M	0.530%	Below Average	$1M	−$97.21M
NSGAX	Columbia Cornerstone Equity Fund Class A	Front Load	Open			Aug 2, 1999	$265.23M	0.900%	Below Average	$2,000	−$36.33M
NSGCX	Columbia Cornerstone Equity Fund Class C	Level Load	Open			Aug 2, 1999	$7.82M	1.650%	Below Average	$2,000	−$1.38M

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