CGWRX Mutual Fund

CGWRX Mutual Fund (Columbia Cornerstone Growth Fund Class R) is managed by Columbia Threadneedle Investments with $23.1M in net assets. CGWRX expense ratio is 1.22%, holding 56 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2010-09-27.

CGWRX performance shows a YTD return of 7.29%. The 1-year return is 13.35% and the 5-year return is 10.01%. CGWRX dividend yield stands at 8.74%, paid annually.

CGWRX top holdings include Nvidia Corp (14.7%), Apple, Inc (6.6%), Microsoft Corp (5.7%), Alphabet Inc,class A (5.6%), Broadcom Inc (4.1%). Go to all CGWRX holdings, CGWRX sectors, or CGWRX dividends.

CGWRX can be compared against other funds. Use CGWRX overlap to find shared positions, or CGWRX vs another fund for a side-by-side view. CGWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.