Morningstar

Columbia Cornerstone Equity Fund Class C NSGCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.63  /  +0.28 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.01%
  • Turnover 71%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NSGCX

Will NSGCX 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 NSGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSGCX 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 NSGCX’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 NSGCX

More NSGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.04 137M
Technology

Apple Inc

6.34 96M
Technology

Alphabet Inc Class C

5.52 84M
Communication Services

Microsoft Corp

4.54 69M
Technology

Broadcom Inc

4.39 67M
Technology

Amazon.com Inc

3.58 54M
Consumer Cyclical

Micron Technology Inc

2.97 45M
Technology

JPMorgan Chase & Co

2.76 42M
Financial Services

Meta Platforms Inc Class A

2.70 41M
Communication Services

Eli Lilly and Co

2.29 35M
Healthcare

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