Columbia Cornerstone Growth Fund
COLUMBIA FUNDS SERIES TRUST I · 8 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
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
Fund profile
As filed in the prospectus · 2025 Q4
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.
| Share class | Expense ratio |
|---|---|
| LEGAX | 0.97% |
| LEGCX | 1.72% |
| GEGTX | 0.72% |
| CLGEX | 1.24% |
| CGFYX | 0.65% |
| CGWRX | 1.22% |
| CLWFX | 0.70% |
| GEGDX | 0.72% |
Portfolio turnover 48.00% · as of 2025 Q4
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| 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).
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 48.4% |
| Communication Services | 14.2% |
| Consumer Discretionary | 12.5% |
| Health Care | 7.6% |
| 6 smaller | 17.3% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +29.98% | +93.71% | +74.86% | 17.78% | -12.76% | |
| +28.99% | +89.41% | +68.47% | 17.77% | -12.89% | |
| — | — | — | — | — | |
| +30.29% | +95.12% | +77.03% | 17.78% | -12.72% | |
| +29.60% | +92.01% | +72.23% | 17.77% | -12.80% | |
| +30.39% | +95.55% | +77.68% | 17.79% | -12.71% | |
| +29.64% | +92.25% | +72.69% | 17.79% | -12.79% | |
| +30.29% | +95.21% | +77.26% | 17.78% | -12.73% | |
| — | — | — | — | — | |
| +30.29% | — | — | 17.78% | — |
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| NVDA | NVIDIA CorpNVDA | 13.84% | $199.57 | $890.51M | 4.5M |
| AAPL | Apple IncAAPL | 10.29% | $271.35 | $661.83M | 2.4M |
| MSFT | Microsoft CorpMSFT | 8.94% | $407.78 | $575.13M | 1.4M |
| GOOGL | Alphabet IncGOOGL | 6.56% | $384.80 | $422.07M | 1.1M |
| AVGO | Broadcom IncAVGO | 6.01% | $417.43 | $386.60M | 926.1K |
| AMZN | Amazon.com IncAMZN | 5.05% | $265.06 | $324.81M | 1.2M |
| META | Meta Platforms IncMETA | 4.03% | $611.91 | $259.06M | 423.4K |
| LLY | Eli Lilly & CoLLY | 3.22% | $934.60 | $207.41M | 221.9K |
| V | Visa IncV | 2.69% | $329.84 | $172.90M | 524.2K |
| NFLX | Netflix IncNFLX | 2.42% | $93.61 | $155.81M | 1.7M |
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.
Top 10 positions are 63.05% of net assets, top 25 84.04%, across 47 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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