CGWRX Mutual Fund

CGWRX Mutual Fund (Columbia Cornerstone Growth Fund Class R) is managed by Columbia Threadneedle Investments with $23.2M 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 3.33%. The 1-year return is 10.18% and the 5-year return is 9.98%. CGWRX dividend yield stands at 9.08%, paid annually.

CGWRX top holdings include Apple, Inc (10.3%), Microsoft Corp 4.100 Feb 06 37 (8.9%), Amazon.Com Inc (5.0%), Advanced Micro Devices Inc (1.9%), TE Connectivity PLC Common Stock (0.8%). Go to all CGWRX holdings, CGWRX sectors, or CGWRX dividends.

CGWRX can be compared against other funds. Use CGWRX overlap to find shared positions, or CGWRX vs another fund for a side-by-side view. CGWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.