Columbia Cornerstone Growth Fund Class A (LEGAX)
| Fund Assets | 6.34B |
| Expense Ratio | 0.98% |
| Min. Investment | $2,000 |
| Turnover | 48.00% |
| Dividend (ttm) | 7.03 |
| Dividend Yield | 9.11% |
| Dividend Growth | 73.65% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 77.24 |
| YTD Return | -5.50% |
| 1-Year Return | 6.68% |
| 5-Year Return | 70.14% |
| 52-Week Low | 55.30 |
| 52-Week High | 82.93 |
| Beta (5Y) | n/a |
| Holdings | 49 |
| Inception Date | Nov 1, 1998 |
About LEGAX
Columbia Large Cap Growth Fund Class A is an actively managed mutual fund focused on long-term capital appreciation by investing primarily in large-cap U.S. companies exhibiting robust growth potential. The fund typically allocates at least 80% of its net assets to equities of companies with large market capitalizations, targeting sectors characterized by rapid expansion and innovation. Its portfolio is heavily weighted toward industry leaders in technology, consumer discretionary, and communication services, with top holdings including prominent firms such as NVIDIA, Apple, Microsoft, Amazon, and Meta Platforms. This concentration reflects the fund’s emphasis on capturing opportunities in dynamic segments of the market. Managed by Columbia Threadneedle Investments, the fund plays a significant role in the mutual fund landscape, offering investors access to some of the most influential growth companies in the U.S. economy. Its investment approach is informed by fundamental analysis and a disciplined selection process, aimed at identifying businesses with above-average revenue and earnings growth prospects.
Performance
LEGAX had a total return of 6.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.70%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FLGEX | Fidelity | Fidelity Large Cap Growth Enhanced Index Fund | 0.39% |
| FBCGX | Fidelity | Fidelity Blue Chip Growth K6 Fund | 0.46% |
| FHOFX | Fidelity | Fidelity Series Large Cap Growth Index Fund | n/a |
| LGILX | Schwab | Schwab Select Large Cap Growth Fund | 0.75% |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
Top 10 Holdings
63.93% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.02% |
| Apple Inc. | AAPL | 10.71% |
| Microsoft Corporation | MSFT | 10.68% |
| Amazon.com, Inc. | AMZN | 6.17% |
| Alphabet Inc. | GOOGL | 5.37% |
| Broadcom Inc. | AVGO | 4.79% |
| Meta Platforms, Inc. | META | 4.41% |
| Eli Lilly and Company | LLY | 3.76% |
| Visa Inc. | V | 2.90% |
| Netflix, Inc. | NFLX | 2.11% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 5, 2025 | $7.03463 | Dec 5, 2025 |
| Dec 6, 2024 | $4.05105 | Dec 6, 2024 |
| Dec 13, 2023 | $2.51338 | Dec 13, 2023 |
| Dec 7, 2021 | $5.39632 | Dec 7, 2021 |
| Dec 7, 2020 | $6.64587 | Dec 7, 2020 |
| Dec 5, 2019 | $3.67491 | Dec 5, 2019 |