CLGEX Mutual Fund

CLGEX Mutual Fund (Columbia Cornerstone Growth Fund Class E) is managed by Columbia Threadneedle Investments with $15.6M in net assets. CLGEX expense ratio is 1.24%, holding 48 positions across sectors including Information Technology, Consumer Staples, Industrials. Inception date: 2006-09-22.

CLGEX performance shows a YTD return of 3.31%. The 1-year return is 10.15% and the 5-year return is 9.93%. CLGEX dividend yield stands at 8.64%, paid annually.

CLGEX top holdings include Apple, Inc (10.3%), Microsoft Corp (8.9%), Amazon.Com Inc (5.0%), Costco Wholesale Corp. (2.3%), Advanced Micro Devices Inc (1.9%). 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.