Investment objective & strategy
As of Nov. 24, 2025 · prospectusObjective. Columbia Cornerstone Growth Fund (the Fund) seeks long-term capital appreciation.
Strategy. Under normal market conditions, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies have market capitalizations in the range of companies in the Russell 1000 Growth Index (the Index) at the time of purchase (between $ 133.5 million and $ 4.9 trillion as of October 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests primarily in common stocks of companies that the investment manager believes have long-term competitive advantages and have the potential for sustainable, above-average, revenue and … Under normal market conditions, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. These companies have market capitalizations in the range of companies in the Russell 1000 Growth Index (the Index) at the time of purchase (between $ 133.5 million and $ 4.9 trillion as of October 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests primarily in common stocks of companies that the investment manager believes have long-term competitive advantages and have the potential for sustainable, above-average, revenue and earnings growth. The Fund may at times emphasize one or more sectors in selecting its investments, including the information technology sector. The Fund may invest up to 20% of its total assets in foreign securities. The Fund may invest directly in foreign securities or indirectly through depositary receipts.
Top holdings
As of Jan. 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $861.24M | 13.59% |
| APPLE INC | — | $659.86M | 10.42% |
| MICROSOFT CORP | — | $612.85M | 9.67% |
| AMAZON.COM INC | — | $412.85M | 6.52% |
| ALPHABET INC CL A | — | $374.39M | 5.91% |
| META PLATFORMS INC CL A | — | $306.32M | 4.83% |
| BROADCOM INC | — | $293.96M | 4.64% |
| LILLY ELI and CO | — | $232.43M | 3.67% |
| VISA INC-CLASS A | — | $170.36M | 2.69% |
| COSTCO WHOLESALE CORP | — | $141.96M | 2.24% |
Portfolio moves
Oct 31, 2025 → Jan 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Columbia Variable Portfolio - Large Cap Growth Fund | 91% | 0.72% |
| Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX | 87% | 0.70% |
| Columbia Select Large Cap Growth Fund · ELGAX, URLGX, UMLGX, CGTRX, CCWRX, UMLAX | 74% | 0.69% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Expense ratio as of November 24, 2025, from the fund's prospectus.
- Net assets and holdings count as of January 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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