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 Institutional 2 Class CLWFX
- NAV / 1-Day Return 86.79 / −1.27 %
- Total Assets 6.6B
-
Adj. Expense Ratio
0.700%
- Expense Ratio 0.700%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 48%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CLWFX
Will CLWFX 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 CLWFX 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 CLWFX’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 | 13.58 | 942M | Technology |
Apple Inc | 10.97 | 761M | Technology |
Microsoft Corp | 9.05 | 628M | Technology |
Alphabet Inc Class A | 6.01 | 417M | Communication Services |
Broadcom Inc | 5.96 | 414M | Technology |
Amazon.com Inc | 4.78 | 332M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.86 | 268M | Communication Services |
Eli Lilly and Co | 3.53 | 245M | Healthcare |
Advanced Micro Devices Inc | 2.55 | 177M | Technology |
Visa Inc Class A | 2.47 | 171M | Financial Services |
United States