Columbia Cornerstone Growth Inst 2 (CLWFX)

Fund Assets	6.68B
Expense Ratio	0.70%
Min. Investment	$0.00
Turnover	48.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 5, 2025

Previous Close	87.43
YTD Return	6.04%
1-Year Return	8.72%
5-Year Return	64.92%
52-Week Low	71.72
52-Week High	91.98
Beta (5Y)	1.00
Holdings	57
Inception Date	Mar 7, 2011

About CLWFX

Columbia Large Cap Growth Fund Institutional 2 Class is a mutual fund designed to seek long-term capital appreciation by investing primarily in U.S. large-cap companies exhibiting strong growth potential. The fund allocates at least 80% of its net assets to a diversified portfolio of equity securities, with a particular emphasis on firms that the investment team believes have above-average earnings prospects and unique growth drivers. The portfolio is actively managed, focusing on identifying opportunities where the market may underestimate the rate or duration of a company’s growth. Its holdings are concentrated in sectors such as information technology, consumer discretionary, and communication services, and heavily feature industry leaders like Apple, NVIDIA, Microsoft, Amazon, and Meta Platforms. The fund’s strategy blends fundamental analysis with risk assessment to minimize unintended sector exposures while aiming to capture consistent outperformance relative to its benchmark, the Russell 1000 Growth Index. With a competitive expense ratio and no minimum investment requirement, the fund serves institutions and investors seeking exposure to established growth companies across major U.S. industries.

• Fund Family: Columbia Threadneedle
• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CLWFX
• Share Class: Institutional 2 Class
• Index: Russell 1000 Growth TR

Performance

CLWFX had a total return of 8.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.81%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.54%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CGFYX	Institutional 3 Class	0.65%
GEGDX	Class S	0.72%
GEGTX	Institutional Class	0.72%
LEGAX	Class A	0.97%

Top 10 Holdings

52.41% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.84%
Apple Inc.	AAPL	6.66%
Alphabet Inc.	GOOGL	6.04%
Microsoft Corporation	MSFT	5.35%
Broadcom Inc.	AVGO	4.46%
Meta Platforms, Inc.	META	3.95%
Eli Lilly and Company	LLY	3.84%
Visa Inc.	V	3.33%
Advanced Micro Devices, Inc.	AMD	2.52%
Palo Alto Networks, Inc.	PANW	2.42%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 5, 2025	$7.23141	Dec 5, 2025
Dec 6, 2024	$4.05105	Dec 6, 2024
Dec 13, 2023	$2.51338	Dec 13, 2023
Dec 7, 2021	$5.55905	Dec 7, 2021
Dec 7, 2020	$6.78662	Dec 7, 2020
Dec 5, 2019	$3.67491	Dec 5, 2019

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 17, 2026

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