The Columbia Cornerstone Growth strategy (which includes the mutual fund vehicle, an SMA, a separately managed account composite, and a model portfolio) has adequate resources and tight risk controls, warranting an Average People and Process ratings.
Columbia Cornerstone Growth Fund Class E CLGEX
- NAV / 1-Day Return 78.65 / −0.89 %
- Total Assets 6.7B
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Limited
- TTM Yield 0.00
- Turnover 48%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CLGEX
Will CLGEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CLGEX 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 CLGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.84 | 891M | Technology |
Apple Inc | 10.29 | 662M | Technology |
Microsoft Corp | 8.94 | 575M | Technology |
Alphabet Inc Class A | 6.56 | 422M | Communication Services |
Broadcom Inc | 6.01 | 387M | Technology |
Amazon.com Inc | 5.05 | 325M | Consumer Cyclical |
Meta Platforms Inc Class A | 4.03 | 259M | Communication Services |
Eli Lilly and Co | 3.22 | 207M | Healthcare |
Visa Inc Class A | 2.69 | 173M | Financial Services |
Netflix Inc | 2.42 | 156M | Communication Services |
United States