LEGAX Mutual Fund

LEGAX Mutual Fund (Columbia Cornerstone Growth Fund Class A) is managed by Columbia Threadneedle Investments with $3.62B in net assets. LEGAX expense ratio is 0.97%, holding 56 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1998-10-30.

LEGAX performance shows a YTD return of 7.47%. The 1-year return is 13.63% and the 5-year return is 10.29%. LEGAX dividend yield stands at 8.68%, paid annually.

LEGAX 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 LEGAX holdings, LEGAX sectors, or LEGAX dividends.

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