Morningstar

Columbia Global Technology Growth Fund Institutional 3 Class CGTUX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 153.71  /  +0.14 %
  • Total Assets 5.7B
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 6%

USD | NAV as of Oct 07, 2026 | 1-Day Return as of Oct 07, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CGTUX

Will CGTUX outperform in the 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 CGTUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Tracking its bogy closely.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Columbia Global Technology holds its own against category peers, but its close ties to the benchmark don’t leave much room for active management to add value.

by Indira Fisher
Rated on Published on

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Portfolio Holdings CGTUX

More CGTUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.16 765M
Technology

Apple Inc

7.61 411M
Technology

Broadcom Inc

7.50 405M
Technology

Microsoft Corp

6.57 355M
Technology

Lam Research Corp

6.13 331M
Technology

Micron Technology Inc

5.73 309M
Technology

Alphabet Inc Class A

3.79 205M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.66 198M
Technology

Amazon.com Inc

2.67 144M
Consumer Cyclical

Applied Materials Inc

2.61 141M
Technology

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