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Morningstar

Columbia Global Technology Growth Inst CMTFX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 53.21  /  1.84 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.930%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 8%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis CMTFX

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.

Tracks the index more closely than in the past.

Senior Analyst

Summary

| by Stephen Welch

Columbia Global Technology Growth’s varied approach looks to create a balanced portfolio that can benefit in both growth- and value-oriented markets, but it’s become more benchmark-like over time, making it tough to stand out. It warrants a Morningstar Analyst Rating of Neutral across all share classes.

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