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Morningstar

Columbia Global Technology Growth A CTCAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 78.73  /  +1.14 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 7%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CTCAX

Will CTCAX 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 CTCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Close to its index.

Analyst Tony Thorn

Tony Thorn

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.

by Tony Thorn
Rated on Published on

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Portfolio Holdings CTCAX

More CTCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.44 475.1 Mil
Technology

Microsoft Corp

9.48 334.9 Mil
Technology

Apple Inc

8.20 289.8 Mil
Technology

Broadcom Inc

5.32 188.2 Mil
Technology

Alphabet Inc Class A

4.14 146.3 Mil
Communication Services

Lam Research Corp

3.60 127.3 Mil
Technology

Amazon.com Inc

3.24 114.7 Mil
Consumer Cyclical

Synopsys Inc

2.49 88.2 Mil
Technology

ASML Holding NV ADR

2.43 85.8 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.28 80.6 Mil
Technology