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Morningstar

Columbia Seligman Tech & Info R SCIRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 114.42  /  +1.34 %
  • Total Assets 12.9 Bil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SCIRX

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

  • People Pillar

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

A veteran leader with a prudent approach.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Experience and a differentiated, value-oriented process make Columbia Seligman Technology and Information a compelling option.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SCIRX

More SCIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

5.55 748.7 Mil
Technology

Broadcom Inc

5.30 715.4 Mil
Technology

Microsoft Corp

5.09 686.5 Mil
Technology

Columbia Short-Term Cash

4.93 665.7 Mil
Cash and Equivalents

NVIDIA Corp

4.52 609.4 Mil
Technology

Apple Inc

4.38 590.5 Mil
Technology

Alphabet Inc Class A

3.95 533.0 Mil
Communication Services

Applied Materials Inc

3.27 441.4 Mil
Technology

eBay Inc

2.85 384.6 Mil
Consumer Cyclical

GoDaddy Inc Class A

2.82 379.9 Mil
Technology