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.
Will CTHCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CTHCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CTHCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CTHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.