Morningstar

Columbia Cornerstone Equity Fund Class A NSGAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 25.79  /  +0.04 %
  • 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 0.20%
  • Turnover 71%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NSGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

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.

by David Carey
Rated on Published on

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Portfolio Holdings NSGAX

More NSGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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