CLWFX Mutual Fund

CLWFX Mutual Fund (Columbia Cornerstone Growth Fund Class I2) is managed by Columbia Threadneedle Investments with $138.6M in net assets. CLWFX expense ratio is 0.70%, holding 56 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2011-03-07.

CLWFX performance shows a YTD return of 7.66%. The 1-year return is 13.95% and the 5-year return is 10.59%. CLWFX dividend yield stands at 8.18%, paid annually.

CLWFX 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 CLWFX holdings, CLWFX sectors, or CLWFX dividends.

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