Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Columbia Seligman Global Tech Inst2 SGTTX
- NAV / 1-Day Return 77.84 / +1.39 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.970%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- 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 SGTTX
Will SGTTX 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 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 |