Morningstar

Columbia Global Technology Growth Fund Institutional 2 Class CTHRX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $135.73  /  −3.96 %
  • Fund Size $5.1B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis CTHRX

Will CTHRX outperform in the 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 CTHRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Tracking its bogy closely.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Columbia Global Technology holds its own against category peers, but its close ties to the benchmark don’t leave much room for active management to add value.

by Indira Fisher
Rated on Published on

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Portfolio Holdings CTHRX

More CTHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Alphabet Inc Class A

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Communication Services

Applied Materials Inc

2.80 156M
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ASML Holding NV ADR

2.53 141M
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