Morningstar

Columbia Seligman Technology and Information Fund Class A SLMCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $238.43  /  +1.53 %
  • Fund Size $28.9B
  • Adjusted Expense Ratio 1.140%
  • Net Expense Ratio 1.140%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis SLMCX

Will SLMCX outperform in the 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 SLMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SLMCX 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 SLMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A seasoned hand in a fast-moving sector.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Columbia Seligman Technology and Information benefits from impressive leadership, a deep and experienced team, and a distinctive, valuation-aware approach, making it a solid option.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SLMCX

More SLMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

7.53 2B
Industrials

Lam Research Corp

5.03 1B
Technology

Columbia Short Term Cash Fund

4.87 1B
Cash and Equivalents

NVIDIA Corp

4.81 1B
Technology

Broadcom Inc

4.76 1B
Technology

Alphabet Inc Class A

3.34 961M
Communication Services

Microsoft Corp

3.10 893M
Technology

Apple Inc

2.89 831M
Technology

GoDaddy Inc Class A

2.85 822M
Technology

Marvell Technology Inc

2.84 818M
Technology

Sponsor Center