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Columbia Seligman Global Tech Inst CSGZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 79.10  /  −0.35 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 22%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CSGZX

Will CSGZX outperform in future?

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

A strong management team and sound investment process underpin Columbia Seligman Global Tech Inst's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings CSGZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

5.32 124.7 Mil
Technology

Broadcom Inc

5.30 124.2 Mil
Technology

Microsoft Corp

4.94 115.8 Mil
Technology

NVIDIA Corp

4.42 103.6 Mil
Technology

Alphabet Inc Class A

3.88 91.0 Mil
Communication Services

Apple Inc

3.70 86.8 Mil
Technology

Applied Materials Inc

3.43 80.3 Mil
Technology

Bloom Energy Corp Class A

3.15 73.9 Mil
Industrials

Columbia Short-Term Cash

3.15 73.8 Mil
Cash and Equivalents

GoDaddy Inc Class A

2.92 68.5 Mil
Technology