Columbia Cornerstone Equity Fund Institutional Class
NSEPX
NASDAQ
| Weiss Ratings | NSEPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | NSEPX-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 | NSEPX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Cornerstone Equity Fund Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 02, 1998 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | NSEPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.37% | |||
| Dividend | NSEPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.03% | |||
| Asset Allocation | NSEPX-NASDAQ | Click to Compare |
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| Cash | 0.39% | |||
| Stock | 99.60% | |||
| U.S. Stock | 96.86% | |||
| Non-U.S. Stock | 2.74% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | NSEPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.23% | |||
| 30-Day Total Return | -0.27% | |||
| 60-Day Total Return | 4.16% | |||
| 90-Day Total Return | 17.01% | |||
| Year to Date Total Return | 6.76% | |||
| 1-Year Total Return | 20.07% | |||
| 2-Year Total Return | 29.16% | |||
| 3-Year Total Return | 66.95% | |||
| 5-Year Total Return | 73.81% | |||
| Price | NSEPX-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 | NSEPX-NASDAQ | Click to Compare |
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| Nav | $24.43 | |||
| 1-Month Low NAV | $24.39 | |||
| 1-Month High NAV | $26.24 | |||
| 52-Week Low NAV | $21.68 | |||
| 52-Week Low NAV (Date) | Jun 26, 2025 | |||
| 52-Week High NAV | $26.24 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | NSEPX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 13.54 | |||
| Balance Sheet | NSEPX-NASDAQ | Click to Compare |
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| Total Assets | 1.52B | |||
| Operating Ratios | NSEPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.65% | |||
| Turnover Ratio | 71.00% | |||
| Performance | NSEPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.45% | |||
| Last Bear Market Total Return | -16.17% | |||