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Morningstar

Columbia Seligman Global Tech R SGTRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 50.63  /  0.18 %
  • Total Assets 1.6 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 Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 17%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

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.

Summary

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Columbia Seligman Global Tech R's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

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