NSEPX Mutual Fund

NSEPX Mutual Fund (Columbia Cornerstone Equity Fund Class I) is managed by Columbia Threadneedle Investments with $319.7M in net assets. NSEPX expense ratio is 0.65%, holding 59 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1998-10-02.

NSEPX performance shows a YTD return of 8.99%. The 1-year return is 16.56% and the 5-year return is 11.73%. NSEPX dividend yield stands at 6.41%, paid semi-annually.

NSEPX top holdings include Nvidia Corp. (9.0%), Apple, Inc (6.3%), Alphabet Inc. C (5.5%), Microsoft Corp (4.5%), Broadcom Inc (4.4%). Go to all NSEPX holdings, NSEPX sectors, or NSEPX dividends.

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