CLGEX Mutual Fund

CLGEX Mutual Fund (Columbia Cornerstone Growth Fund Class E) is managed by Columbia Threadneedle Investments with $16.0M in net assets. CLGEX expense ratio is 1.24%, holding 56 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2006-09-22.

CLGEX performance shows a YTD return of 7.27%. The 1-year return is 13.32% and the 5-year return is 9.96%. CLGEX dividend yield stands at 8.64%, paid annually.

CLGEX top holdings include Nvidia Corp (14.7%), Apple, Inc (6.6%), Microsoft Corp (5.7%), Alphabet Inc,class A (5.6%), Broadcom Inc (4.1%). Go to all CLGEX holdings, CLGEX sectors, or CLGEX dividends.

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