Columbia Global Technology Growth's bucketed approach tries to produce a balanced portfolio, but its catchall thematic bucket lacks clear guidelines and requires adept forecasting of secular technology trends. It warrants a Morningstar Analyst Rating of Neutral across all share classes.
Columbia Global Technology Growth Inst CMTFX
NAV / 1-Day Return
60.62
/
1.45
%
Total Assets
2.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.930%
Expense Ratio
0.930%
Fee Level
Average
Longest Manager Tenure
9.53
years
Category
Technology
Investment Style
Large GrowthMin. Initial Investment
2,000
Status
Open
TTM Yield
0.00%
Turnover
18%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CMTFX 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 CMTFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CMTFX 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 CMTFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The strategy's thematic sleeve lacks clear rules.
