Skip to Content
Morningstar

Columbia Seligman Tech & Info Inst2 SCMIX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 117.96  /  1.63 %
  • Total Assets 10.0 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:24 PM GMT+0

Morningstar’s Analysis SCMIX

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

People Pillar

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

A veteran leader with a prudent approach.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Experience and a differentiated, value-oriented process make Columbia Seligman Technology and Information a compelling option.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SCMIX

More SCMIX Holdings
  • Current Portfolio Date
  • Equity Holdings 68
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

6.98
733,511,403
Technology

Apple Inc

5.51
579,090,488
Technology

Broadcom Inc

5.07
532,037,779
Technology

Microsoft Corp

4.88
512,993,564
Technology

Alphabet Inc Class A

4.28
449,671,468
Communication Services

Applied Materials Inc

3.95
415,236,968
Technology

Synopsys Inc

3.36
353,237,920
Technology

Teradyne Inc

3.26
342,252,309
Technology

Dropbox Inc Class A

2.84
298,623,253
Technology

Visa Inc Class A

2.79
292,954,974
Financial Services