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Columbia Global Technology Growth A CTCAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 73.77  /  −0.27 %
  • Total Assets 3.1 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 Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 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.

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.

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Portfolio Holdings CTCAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.44 298.0 Mil
Technology

Apple Inc

8.89 253.7 Mil
Technology

NVIDIA Corp

8.29 236.6 Mil
Technology

Broadcom Inc

4.82 137.6 Mil
Technology

Alphabet Inc Class A

4.11 117.2 Mil
Communication Services

Lam Research Corp

3.43 98.0 Mil
Technology

Amazon.com Inc

3.20 91.5 Mil
Consumer Cyclical

Synopsys Inc

2.86 81.7 Mil
Technology

ASML Holding NV ADR

2.54 72.5 Mil
Technology

Visa Inc Class A

2.48 70.8 Mil
Financial Services