On June 18, 2026, Columbia Threadneedle announced that both Columbia Large Cap Growth Opportunity and Columbia Select Large Cap Growth—which combined for more than USD 1.8 billion in assets in the mutual fund vehicles—will merge into Columbia Cornerstone Growth. The mergers are expected to take place on or about Nov. 20, 2026. The news doesn’t come as a surprise. This portfolio and Columbia Large Cap Growth Opportunity, both managed by Tiffany Wade and Michael Guttag, were already run in a similar fashion and had more than 90% of assets in common as of April 2026. Meanwhile, Wade and Guttag were appointed managers on Columbia Select Large Cap Growth in January 2026; that portfolio also had more than 90% of its assets in common with Columbia Cornerstone Growth’s portfolio as of May 2026. As such, the additional assets under management shouldn’t affect this strategy’s approach. Its Average People and Process ratings remain intact.
Columbia Cornerstone Growth Fund Class E CLGEX
- NAV / 1-Day Return 81.52 / +0.89 %
- Total Assets 6.9B
-
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 Oct 03, 2026 | 1-Day Return as of Oct 03, 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
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 14.74 | 984M | Technology |
Apple Inc | 6.61 | 441M | Technology |
Microsoft Corp | 5.66 | 378M | Technology |
Alphabet Inc Class A | 5.58 | 372M | Communication Services |
Broadcom Inc | 4.11 | 274M | Technology |
Eli Lilly and Co | 3.74 | 250M | Healthcare |
Meta Platforms Inc Class A | 3.63 | 242M | Communication Services |
Visa Inc Class A | 3.34 | 223M | Financial Services |
Palo Alto Networks Inc | 2.70 | 180M | Technology |
CrowdStrike Holdings Inc Class A | 2.64 | 176M | Technology |