Columbia Cornerstone Equity Fund Institutional 3 Class
CLEYX
NASDAQ
| Weiss Ratings | CLEYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CLEYX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Tiffany Wade (6), Michael Guttag (2) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CLEYX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Cornerstone Equity Fund Institutional 3 Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 01, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CLEYX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.52% | |||
| Dividend | CLEYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.06% | |||
| Asset Allocation | CLEYX-NASDAQ | Click to Compare |
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| Cash | 1.09% | |||
| Stock | 98.91% | |||
| U.S. Stock | 95.73% | |||
| Non-U.S. Stock | 3.18% | |||
| 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 | CLEYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.85% | |||
| 30-Day Total Return | -7.58% | |||
| 60-Day Total Return | -9.76% | |||
| 90-Day Total Return | -9.57% | |||
| Year to Date Total Return | -8.99% | |||
| 1-Year Total Return | 12.33% | |||
| 2-Year Total Return | 17.81% | |||
| 3-Year Total Return | 54.12% | |||
| 5-Year Total Return | 61.69% | |||
| Price | CLEYX-NASDAQ | Click to Compare |
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| 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 | CLEYX-NASDAQ | Click to Compare |
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| Nav | $21.44 | |||
| 1-Month Low NAV | $21.44 | |||
| 1-Month High NAV | $23.18 | |||
| 52-Week Low NAV | $17.52 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.96 | |||
| 52-Week High Price (Date) | Jan 12, 2026 | |||
| Beta / Standard Deviation | CLEYX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 12.06 | |||
| Balance Sheet | CLEYX-NASDAQ | Click to Compare |
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| Total Assets | 1.57B | |||
| Operating Ratios | CLEYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 56.00% | |||
| Performance | CLEYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.02% | |||
| Last Bear Market Total Return | -16.12% | |||