Columbia Global Technology Growth's multifaceted approach leads to a portfolio that is not very differentiated and thus limits the strategy's appeal.
Columbia Global Technology Growth Adv CTYRX
- NAV / 1-Day Return 81.40 / −0.06 %
- Total Assets 3.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.940%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Technology
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 7%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CTYRX
Will CTYRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.05 | 310.0 Mil | Technology |
NVIDIA Corp | 9.86 | 304.3 Mil | Technology |
Apple Inc | 8.06 | 248.7 Mil | Technology |
Broadcom Inc | 4.92 | 151.7 Mil | Technology |
Alphabet Inc Class A | 3.61 | 111.4 Mil | Communication Services |
Lam Research Corp | 3.61 | 111.4 Mil | Technology |
Amazon.com Inc | 3.38 | 104.2 Mil | Consumer Cyclical |
Synopsys Inc | 2.81 | 86.6 Mil | Technology |
ASML Holding NV ADR | 2.57 | 79.3 Mil | Technology |
Visa Inc Class A | 2.37 | 73.2 Mil | Financial Services |