Morningstar

Columbia Cornerstone Equity Fund Institutional 3 Class CLEYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $25.18  /  +0.60 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 0.530%
  • Net Expense Ratio 0.540%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.51%
  • Turnover Ratio 71%
NAV and 1-Day Return as of

Morningstar’s Analysis CLEYX

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

  • People Pillar

    The People Pillar is our evaluation of the CLEYX 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 CLEYX’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

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Portfolio Holdings CLEYX

More CLEYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.61 141M
Technology

Apple Inc

6.31 92M
Technology

Microsoft Corp

5.43 79M
Technology

Alphabet Inc Class C

4.83 71M
Communication Services

Amazon.com Inc

3.76 55M
Consumer Cyclical

Micron Technology Inc

3.29 48M
Technology

Meta Platforms Inc Class A

3.12 46M
Communication Services

Broadcom Inc

3.03 44M
Technology

Mastercard Inc Class A

2.67 39M
Financial Services

Eli Lilly and Co

2.51 37M
Healthcare

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