NSEPX

ActiveMin. $1M

Columbia Cornerstone Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.55%
Annual Cost per $10K
$55.00
30-Year Fee Drag per $10K
$10,904
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+12.76%

Asset Allocation

US Equity
96%
Intl Equity
3%
Cash
1%

Fee Comparison

NSEPX
0.55%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

48% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+67.03%3Y
Compare to

Fee Impact Calculator

$
%
NSEPX at 0.55%$326,092
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$54,521
Cost vs index fund−$51,332

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
NSEPXColumbia Cornerstone Equity Fund0.55%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
IWFiShares Russell 1000 Growth ETF0.18%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
VPMAXVANGUARD PRIMECAP FUND0.31%
QCGRFXCollege Retirement Equities Fund - Growth Account
FGCKXFidelity Growth Company Fund0.45%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
XLKThe Technology Select Sector SPDR Fund0.08%
WFSPXiShares S&P 500 Index Fund0.22%
IWDiShares Russell 1000 Value ETF0.18%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
SCHDSchwab U.S. Dividend Equity ETF0.06%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
QUALiShares MSCI USA Quality Factor ETF0.15%
COWZPacer US Cash Cows 100 ETF0.49%
VWNFXVANGUARD WINDSOR II FUND0.32%
HNACXHarbor Capital Appreciation Fund0.59%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
IVWiShares S&P 500 Growth ETF0.18%
MFEKXMFS Growth Fund0.49%
XLFThe Financial Select Sector SPDR Fund0.08%
TIQRXNuveen Equity Index Fund0.30%
IWBiShares Russell 1000 ETF0.15%
AULDXUltra Fund0.54%
QQQMInvesco NASDAQ 100 ETF0.15%
IVEiShares S&P 500 Value ETF0.18%
PREIXT. Rowe Price Equity Index 500 Fund0.18%
AGRDXGrowth Fund0.54%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
MOATVanEck Morningstar Wide Moat ETF0.47%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
XLVThe Health Care Select Sector SPDR Fund0.08%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
OEICXJPMorgan Equity Index Fund0.45%
PFFiShares Preferred and Income Securities ETF0.45%
FGKFXFidelity Growth Company K6 Fund0.45%
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
PRBLXParnassus Core Equity Fund0.82%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
XLEThe Energy Select Sector SPDR Fund0.08%
DVYiShares Select Dividend ETF0.38%
DGROiShares Core Dividend Growth ETF0.08%
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
BBGLXBridge Builder Large Cap Growth Fund0.19%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
VEXRXVANGUARD EXPLORER FUND0.33%
VWNEXVANGUARD WINDSOR FUND0.26%
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
CIVIXCAUSEWAY INTERNATIONAL VALUE FUND$1M min0.85%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
FSCSXSelect Software and IT Services Portfolio0.62%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
TREHXT. Rowe Price Retirement 2025 Fund0.38%
HAITXHARTFORD CORE EQUITY FUND0.36%
IWViShares Russell 3000 ETF0.20%
IYWiShares U.S. Technology ETF0.38%
DYNFiShares U.S. Equity Factor Rotation Active ETF0.26%
JHQAXJPMorgan Hedged Equity Fund0.82%
JGACXJPMorgan Growth Advantage Fund0.99%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
DCZRXMacquarie Small Cap Core Fund0.68%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
TRDBXT. Rowe Price Retirement 2020 Fund0.37%
PLSAXLargeCap S&P 500 Index Fund0.39%
IWSiShares Russell Mid-Cap Value ETF0.23%
ESGUiShares ESG Aware MSCI USA ETF0.15%
GTENXGateway Fund0.65%
VGIAXVANGUARD GROWTH AND INCOME FUND0.26%
UANQXVictory Nasdaq-100 Index Fund0.43%
MTUMiShares MSCI USA Momentum Factor ETF0.15%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
JAGMX500 Index Trust0.25%
CREFXCohen & Steers Real Estate Securities Fund0.75%
XAOKXVIP Index 500 Portfolio0.09%
LMESXClearBridge Appreciation Fund0.56%
USPRXVictory 500 Index Fund0.15%
IGRFXMacquarie Mid Cap Growth Fund0.68%
MXVIXEmpower S&P 500 Index Fund0.49%
LGRNXLoomis Sayles Growth Fund0.57%
SPHQInvesco S&P 500 Quality ETF0.15%
FNDASchwab Fundamental U.S. Small Company ETF0.25%
FUFRXFranklin Utilities Fund0.50%
DVZRXMacquarie Small Cap Value Fund0.70%
FSUVXFidelity SAI U.S. Low Volatility Index Fund0.10%
SFLNXSchwab Fundamental U.S. Large Company Index Fund0.25%
TRIRXNuveen Large Cap Growth Index Fund0.30%
PLCGXLargeCap Growth Fund I0.94%
IWYiShares Russell Top 200 Growth ETF0.20%
FTECFidelity MSCI Information Technology Index ETF0.08%
FTCSFirst Trust Capital Strength ETF0.52%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%

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