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Morningstar

Columbia Seligman Global Tech C SHTCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 41.12  /  0.02 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    2.040%
  • Expense Ratio 2.040%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 17%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:18 PM GMT+0

Morningstar’s Analysis SHTCX

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

People Pillar

The People Pillar is our evaluation of the SHTCX 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 SHTCX’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 C'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 SHTCX

More SHTCX Holdings
  • Current Portfolio Date
  • Equity Holdings 65
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

6.42
111,467,690
Technology

Microsoft Corp

5.61
97,321,582
Technology

Apple Inc

5.50
95,360,700
Technology

Broadcom Inc

4.91
85,185,347
Technology

Alphabet Inc Class A

4.62
80,168,957
Communication Services

Columbia Short-Term Cash

4.17
72,358,362
Cash and Equivalents

Applied Materials Inc

3.68
63,907,977
Technology

Synopsys Inc

3.55
61,675,497
Technology

Dropbox Inc Class A

2.88
50,006,978
Technology

Visa Inc Class A

2.85
49,431,186
Financial Services