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Columbia Seligman Global Tech A SHGTX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 67.83  /  −0.12 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 22%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis SHGTX

Will SHGTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Increased confidence in Columbia Seligman Global Tech A's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

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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.

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Portfolio Holdings SHGTX

  • 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