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Columbia Seligman Global Tech R SGTRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 63.02  /  −0.62 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.540%
  • 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 Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:20 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.

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 most expensive quintile among peers.

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Portfolio Holdings SGTRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

6.29 133.5 Mil
Technology

Broadcom Inc

5.79 123.0 Mil
Technology

Microsoft Corp

5.39 114.4 Mil
Technology

Apple Inc

4.75 100.9 Mil
Technology

Alphabet Inc Class A

4.22 89.5 Mil
Communication Services

Applied Materials Inc

3.58 76.1 Mil
Technology

Columbia Short-Term Cash

3.14 66.7 Mil
Cash and Equivalents

NVIDIA Corp

2.86 60.7 Mil
Technology

Teradyne Inc

2.72 57.6 Mil
Technology

Dropbox Inc Class A

2.71 57.6 Mil
Technology