Columbia Cornerstone Growth Fund
Actively managed U.S. stock fund
As of its 2026 Q2 report, Columbia Cornerstone Growth Fund held 48 positions with $6.43B in net assets. Its ten largest holdings made up 63.1% of the fund. The LEGAX share class costs 0.97% a year. Over the 12 months to May 2026, LEGAX returned 30.5%, with dividends reinvested. In 2026 Q3 it added 12 new positions and exited 4.
Columbia Cornerstone Growth Fund (the Fund) seeks long-term capital appreciation.
The fund invests at least 80% of its assets in equity securities of large-capitalization companies selected for long-term competitive advantages and potential for above-average revenue and earnings growth, with possible sector emphasis including information technology. Up to 20% of assets may be invested in foreign securities. Performance will depend on the manager's stock selection, since the fund does not track an index mechanically.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
NVDANVIDIA Corp | 13.84% | $890.51M | 4.5M | $199.57 |
AAPLApple Inc | 10.29% | $661.83M | 2.4M | $271.35 |
MSFTMicrosoft Corp | 8.94% | $575.13M | 1.4M | $407.78 |
GOOGLAlphabet Inc | 6.56% | $422.07M | 1.1M | $384.80 |
AVGOBroadcom Inc | 6.01% | $386.60M | 926.1K | $417.43 |
AMZNAmazon.com Inc | 5.05% | $324.81M | 1.2M | $265.06 |
4.03% | $259.06M | 423.4K | $611.91 | |
3.22% | $207.41M | 221.9K | $934.60 | |
2.69% | $172.90M | 524.2K | $329.84 | |
NFLXNetflix Inc | 2.42% | $155.81M | 1.7M | $93.61 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.
All 48 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 99.55% |
| Cash & short-term | 0.45% |
Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified. The blend is as of 2025Q3, one or more quarters before the direct holdings (2026Q2).
By sector
- Information Technology
- 51.1%
- Communication Services
- 11.2%
- Consumer Discretionary
- 8.6%
- Health Care
- 8.5%
- 6 other sectors
- 20.6%
- Information Technology
- 51.1%
- Communication Services
- 11.2%
- Consumer Discretionary
- 8.6%
- Health Care
- 8.5%
- Industrials
- 8.2%
- Financials
- 5.8%
- Consumer Staples
- 2.4%
- Real Estate
- 1.5%
- International
- 1.4%
- Cash
- 1.2%
How it has done
LEGAX share class · total returns with dividends reinvested
Volatility over the last 12 months: 17.93%. Past returns are a record, not a forecast.
Jun 2026 and Jul 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
The 10 share classes hold the same portfolio
| Share class | Expense ratio | 1 year | 3 years | 5 years | Worst fall |
|---|---|---|---|---|---|
| 0.97% | +30.48% | +97.80% | +91.67% | -12.76% | |
| 1.72% | +29.49% | +93.42% | +84.59% | -12.89% | |
| — | — | — | — | — | |
| 0.72% | +30.81% | +99.30% | +94.05% | -12.72% | |
| 1.24% | +30.12% | +96.12% | +88.78% | -12.80% | |
| 0.65% | +30.90% | +99.71% | +94.75% | -12.71% | |
| 1.22% | +30.14% | +96.29% | +89.25% | -12.79% | |
| 0.70% | +30.81% | +99.35% | +94.27% | -12.73% | |
| — | — | — | — | — | |
| 0.72% | +30.81% | — | — | — |
Fees & fund details
Columbia Cornerstone Growth Fund is an actively managed U.S. equity fund. 40% of LEGAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 96% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Expense ratio, by class
- 0.65% – 1.72%· LEGAX 0.97%
- Portfolio turnover
- 48.00% a year · as of 2025 Q4
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
12 new· the largest 8
4 exited
Understand how this fund fits with the rest.
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