Columbia Cornerstone Equity Fund Institutional Class NSEPX

Morningstar Medalist Rating
  • NAV / 1-Day Return$24.94  /  +1.04%
  • Fund Size$1.4B
  • Adjusted Expense Ratio0.650%
  • Net Expense Ratio0.650%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield0.41%
  • Turnover Ratio71%

Morningstar’s Analysis NSEPX

Will NSEPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings NSEPX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.61141M
Technology

Apple Inc

6.3192M
Technology

Microsoft Corp

5.4379M
Technology

Alphabet Inc Class C

4.8371M
Communication Services

Amazon.com Inc

3.7655M
Consumer Cyclical

Micron Technology Inc

3.2948M
Technology

Meta Platforms Inc Class A

3.1246M
Communication Services

Broadcom Inc

3.0344M
Technology

Mastercard Inc Class A

2.6739M
Financial Services

Eli Lilly and Co

2.5137M
Healthcare

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