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Morningstar

Columbia Seligman Global Tech Inst3 CGTYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 66.87  /  0.67 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 17%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:12 PM GMT+0

Morningstar’s Analysis CGTYX

Will CGTYX 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 CGTYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CGTYX 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 CGTYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Columbia Seligman Global Tech Inst3's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGTYX

More CGTYX Holdings
  • Current Portfolio Date
  • Equity Holdings 65
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

6.42
111,467,690
Technology

Microsoft Corp

5.61
97,321,582
Technology

Apple Inc

5.50
95,360,700
Technology

Broadcom Inc

4.91
85,185,347
Technology

Alphabet Inc Class A

4.62
80,168,957
Communication Services

Columbia Short-Term Cash

4.17
72,358,362
Cash and Equivalents

Applied Materials Inc

3.68
63,907,977
Technology

Synopsys Inc

3.55
61,675,497
Technology

Dropbox Inc Class A

2.88
50,006,978
Technology

Visa Inc Class A

2.85
49,431,186
Financial Services