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Morningstar

Columbia Seligman Global Tech Inst2 SGTTX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 71.82  /  −1.76 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 22%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis SGTTX

Will SGTTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SGTTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SGTTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SGTTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Columbia Seligman Global Tech Inst2's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SGTTX

More SGTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

6.23 137.6 Mil
Technology

Broadcom Inc

6.04 133.4 Mil
Technology

Microsoft Corp

5.29 117.0 Mil
Technology

Alphabet Inc Class A

4.00 88.5 Mil
Communication Services

Apple Inc

3.86 85.3 Mil
Technology

Applied Materials Inc

3.74 82.6 Mil
Technology

NVIDIA Corp

3.59 79.3 Mil
Technology

Columbia Short-Term Cash

3.17 69.9 Mil
Cash and Equivalents

Teradyne Inc

2.81 62.0 Mil
Technology

Visa Inc Class A

2.59 57.1 Mil
Financial Services