Columbia Cornerstone Equity Fund Institutional 2 Class
CLCRX
NASDAQ
| Weiss Ratings | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Tiffany Wade (6), Michael Guttag (2) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Cornerstone Equity Fund Institutional 2 Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 08, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.44% | |||
| Dividend | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.01% | |||
| Asset Allocation | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.36% | |||
| Stock | 99.64% | |||
| U.S. Stock | 98.54% | |||
| Non-U.S. Stock | 1.10% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.20% | |||
| 30-Day Total Return | 0.29% | |||
| 60-Day Total Return | 0.26% | |||
| 90-Day Total Return | 3.01% | |||
| Year to Date Total Return | 12.32% | |||
| 1-Year Total Return | 13.14% | |||
| 2-Year Total Return | 31.07% | |||
| 3-Year Total Return | 82.02% | |||
| 5-Year Total Return | 71.52% | |||
| Price | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $26.97 | |||
| 1-Month Low NAV | $26.55 | |||
| 1-Month High NAV | $27.31 | |||
| 52-Week Low NAV | $22.95 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $27.48 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.98 | |||
| Standard Deviation | 12.58 | |||
| Balance Sheet | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.46B | |||
| Operating Ratios | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.58% | |||
| Turnover Ratio | 71.00% | |||
| Performance | CLCRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.54% | |||
| Last Bear Market Total Return | -16.11% | |||