CGWRX Mutual Fund
CGWRX Mutual Fund
Columbia Cornerstone Growth Fund Class R
CGWRX Mutual Fund Overview
CGWRX Mutual Fund (Columbia Cornerstone Growth Fund Class R) is managed by Columbia Threadneedle Investments with $22.0M in net assets. CGWRX expense ratio is 1.22%, holding 48 positions across sectors including Information Technology, Industrials. Inception date: 2010-09-27.
CGWRX performance shows a YTD return of 6.60%. The 1-year return is 17.93% and the 5-year return is 13.08%. CGWRX dividend yield stands at 8.80%, paid annually.
CGWRX top holdings include Apple Inc (10.3%), Amazon.Com Inc (5.0%), Advanced Micro Devices Inc. (1.9%), TE Connectivity PLC Common Stock (0.8%). View all CGWRX holdings, sector breakdown, or dividend history.
CGWRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CGWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.