Columbia Cornerstone Growth Fund Class A (LEGAX)

Fund Assets	6.46B
Expense Ratio	0.97%
Min. Investment	$2,000
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	80.13
YTD Return	6.05%
1-Year Return	12.63%
5-Year Return	63.91%
52-Week Low	65.83
52-Week High	84.91
Beta (5Y)	1.00
Holdings	57
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.

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

Performance

LEGAX had a total return of 12.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.18%.

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 Fund - Class 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%
CLWFX	Institutional 2 Class	0.70%
GEGDX	Class S	0.72%
GEGTX	Institutional Class	0.72%

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	$7.03463	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

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:

Aug 27, 2026

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