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.
Columbia Cornerstone Equity Fund Institutional Class NSEPX
- NAV / 1-Day Return 25.06 / +0.80 %
- Total Assets 1.5B
-
Adj. Expense Ratio
0.650%
- Expense Ratio 0.650%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.42%
- Turnover 71%
USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NSEPX
Will NSEPX 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 42.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.58 | 129M | Technology |
Apple Inc | 5.88 | 88M | Technology |
Alphabet Inc Class C | 5.19 | 78M | Communication Services |
Micron Technology Inc | 4.03 | 61M | Technology |
Microsoft Corp | 3.76 | 57M | Technology |
Broadcom Inc | 3.72 | 56M | Technology |
Amazon.com Inc | 3.16 | 47M | Consumer Cyclical |
JPMorgan Chase & Co | 3.02 | 45M | Financial Services |
Lam Research Corp | 2.91 | 44M | Technology |
Palo Alto Networks Inc | 2.59 | 39M | Technology |
United States