Columbia Global Technology’s thematic approach has delivered exceptional returns, but the strategy remains untested in a protracted downturn, and its lack of dedicated resources is a concern. All share classes receive a Morningstar Analyst Rating of Neutral.
Will CTYRX 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 CTYRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CTYRX 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 CTYRX’s parent organization’s priorities and whether they’re in line with investors’ interests.