— Know what they know.
Not Investment Advice

NSGAX

Columbia Cornerstone Equity Fund Class A
1W: -0.8% 1M: +0.4% 3M: +1.9% YTD: +5.6% 1Y: +9.2% 3Y: +67.2% 5Y: +65.5%
$25.98
+0.19 (+0.74%)
 
Weekly Expected Move ±1.3%
$25 $25 $26 $26 $26
ETF NASDAQ · AUM $1.5B

Similar ETFs

20 peers by holdings overlap (58 holdings)
JABAX
Janus Henderson Balanced Fund - T Shares
53.4%
Shared22 holdings
Total66
AUM$28.0B
Price$49.57
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
51.1%
Shared17 holdings
Total54
AUM$2.3B
Price$14.18
JAMRX
Janus Henderson Research Fund
50.6%
Shared23 holdings
Total81
AUM$31.4B
Price$97.77
FFA
First Trust Enhanced Equity Income Fund
50.2%
Shared28 holdings
Total62
AUM$444M
Price$22.21
EOI
Eaton Vance Enhanced Equity Income Fund
50.0%
Shared15 holdings
Total50
AUM$814M
Price$19.85
ROGSX
Red Oak Technology Select Fund
49.8%
Shared16 holdings
Total28
AUM$843M
Price$65.74
JCE
Nuveen Core Equity Alpha Fund
49.8%
Shared31 holdings
Total132
AUM$283M
Price$16.83
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
49.8%
Shared15 holdings
Total50
AUM$547M
Price$8.13
TIRTX
Nuveen Large Cap Growth A
49.1%
Shared18 holdings
Total45
AUM$6.3B
Price$30.62
CBLAX
Columbia Balanced Fund Class A
48.6%
Shared25 holdings
Total78
AUM$10.2B
Price$58.25
PREFX
T. Rowe Price Tax-Efficient Equity Fund
48.5%
Shared29 holdings
Total336
AUM$1.6B
Price$96.79
VHIAX
JPMorgan Growth Advantage Fund A Shs
47.9%
Shared19 holdings
Total80
AUM$23.7B
Price$40.50
DREVX
BNY Mellon Large Cap Securities Fund, Inc.
47.9%
Shared16 holdings
Total52
AUM$2.4B
Price$21.62
HACAX
Harbor Capital Appreciation Fund Institutional Class
47.3%
Shared17 holdings
Total45
AUM$26.6B
Price$129.68
MLAAX
NYLI Winslow Large Cap Growth Fund;A
47.3%
Shared15 holdings
Total47
AUM$13.4B
Price$9.41
TRBCX
T. Rowe Price Blue Chip Growth Fund
47.1%
Shared20 holdings
Total58
AUM$110.7B
Price$220.85
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
47.1%
Shared20 holdings
Total58
AUM$6.7B
Price$74.83
CVTRX
Calamos Growth & Income Fund Class A
46.8%
Shared26 holdings
Total89
AUM$3.5B
Price$59.90
POGAX
Putnam Large Cap Growth Fund;A
46.7%
Shared15 holdings
Total45
AUM$15.3B
Price$80.87
SPFFX
Sphere 500 Climate Fund
46.6%
Shared40 holdings
Total366
AUM$45M
Price$34.59

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
NSGAX $1.5B 52 45.1% 15.3 4.4 4.2 33.5% 27.6% 1.17% +25.9% +38.3% 56.9 6.4
JABAX $28.0B 66 28.1% 15.2 4.6 4.6 35.2% 30.0% 1.19% +21.9% +33.9% 59.5 6.3
ETY $2.3B 54 51.3% 16.3 4.9 4.4 35.2% 27.1% 0.87% +21.9% +41.1% 62.2 6.5
JAMRX $31.4B 81 59.0% 11.3 3.7 4.0 38.7% 35.7% 0.70% +22.8% +48.2% 63.4 6.3
FFA $444M 62 139.3% 12.4 3.6 3.6 33.5% 29.4% 1.79% +24.5% +41.2% 53.7 6.3
EOI $814M 50 47.7% 16.1 4.8 4.4 34.8% 27.2% 0.88% +21.5% +37.4% 62.1 6.5
ROGSX $843M 28 169.7% 16.8 5.4 5.5 39.0% 32.7% 0.76% +25.7% +47.0% 60.3 6.3
JCE $283M 132 40.5% 14.9 4.2 4.0 32.7% 26.5% 1.21% +22.2% +42.9% 59.7 6.3
ETJ $547M 50 47.0% 16.0 4.8 4.4 34.9% 27.2% 0.88% +21.5% +37.6% 62.1 6.5
TIRTX $6.3B 45 63.1% 15.3 4.9 4.9 38.1% 32.2% 0.60% +25.1% +39.1% 61.9 6.3
CBLAX $10.2B 78 26.0% 15.2 4.3 4.1 32.9% 27.2% 1.28% +21.0% +41.6% 55.6 6.4

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms