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 Class A NSGAX
- NAV / 1-Day Return 26.37 / +1.85 %
- Total Assets 1.5B
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.17%
- Turnover 71%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NSGAX
Will NSGAX 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 NSGAX 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 NSGAX’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 43.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.84 | 128M | Technology |
Alphabet Inc Class C | 6.14 | 89M | Communication Services |
Apple Inc | 5.80 | 84M | Technology |
Microsoft Corp | 4.49 | 65M | Technology |
Broadcom Inc | 4.32 | 63M | Technology |
Amazon.com Inc | 3.81 | 55M | Consumer Cyclical |
JPMorgan Chase & Co | 3.03 | 44M | Financial Services |
Meta Platforms Inc Class A | 2.74 | 40M | Communication Services |
Walmart Inc | 2.15 | 31M | Consumer Defensive |
Chubb Ltd | 2.04 | 30M | Financial Services |
United States