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Columbia Global Technology Growth Inst CMTFX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 73.83  /  −2.83 %
  • Total Assets 3.0 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 2,000
  • Status Open
  • TTM Yield
  • Turnover 7%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CMTFX

Will CMTFX outperform in future?

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

Close to its index.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Columbia Global Technology Growth's multifaceted approach leads to a portfolio that is not very differentiated and thus limits the strategy's appeal.

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Portfolio Holdings CMTFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.97 347.5 Mil
Technology

Microsoft Corp

9.95 315.3 Mil
Technology

Apple Inc

7.45 236.0 Mil
Technology

Broadcom Inc

4.88 154.6 Mil
Technology

Alphabet Inc Class A

3.83 121.5 Mil
Communication Services

Lam Research Corp

3.64 115.3 Mil
Technology

Amazon.com Inc

3.36 106.3 Mil
Consumer Cyclical

Synopsys Inc

2.72 86.2 Mil
Technology

ASML Holding NV ADR

2.55 80.8 Mil
Technology

Visa Inc Class A

2.28 72.3 Mil
Financial Services