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Morningstar

Columbia Seligman Global Tech R SGTRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 69.10  /  +1.38 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.520%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 22%

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

Morningstar’s Analysis SGTRX

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

  • People Pillar

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

A strong management team and sound investment process underpin Columbia Seligman Global Tech R's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SGTRX

More SGTRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

5.54 135.2 Mil
Technology

Broadcom Inc

5.36 130.8 Mil
Technology

Microsoft Corp

5.11 124.7 Mil
Technology

NVIDIA Corp

4.55 111.1 Mil
Technology

Apple Inc

4.43 108.0 Mil
Technology

Alphabet Inc Class A

3.94 96.1 Mil
Communication Services

Applied Materials Inc

3.27 79.7 Mil
Technology

Columbia Short-Term Cash

3.24 79.1 Mil
Cash and Equivalents

GoDaddy Inc Class A

2.81 68.5 Mil
Technology

eBay Inc

2.77 67.5 Mil
Consumer Cyclical