- What does NSGAX invest in?
- The fund typically allocates at least 80% of its net assets (including any borrowed funds used for investment) to the stocks of companies with market capitalizations comparable, at the time of purchase, to those within the S&P 500 Index. Up to 20% of its total assets may be directed towards international securities. Its portfolio commonly includes ordinary and preferred shares, convertible instruments, warrants, and rights, and it also has the option to invest in exchange-traded funds.
- What is the expense ratio of NSGAX?
- Columbia Cornerstone Equity Fund Class A (NSGAX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is NSGAX?
- Columbia Cornerstone Equity Fund Class A (NSGAX) manages $1.49B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is NSGAX actively managed or an index fund?
- NSGAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (NSGAX's is 0.90%) because there's no security selection cost.
- When was NSGAX launched?
- Columbia Cornerstone Equity Fund Class A (NSGAX) launched in July 1999 and is managed by the fund issuer.
- How has NSGAX performed?
- NSGAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
