SHGTX – Columbia Seligman Global Tech A Fund Stock Price | Morningstar

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NAV / 1-Day Return 68.14 / −2.04 %
Total Assets 2.2 Bil
Adj. Expense Ratio

1.270%
Expense Ratio 1.270%
Distribution Fee Level Average
Share Class Type Front Load
Category Technology
Investment Style Large Growth
Min. Initial Investment 2,000
Status Open
TTM Yield —
Turnover 22%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:17 PM GMT+0

Will SHGTX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the SHGTX 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 SHGTX’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 A'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 highest quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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