This tech maven bashes nuclear stocks and -2-
So here they are, with the two Seligman share classes first, and then the other five funds, sorted by three-year average annual returns. All returns are net of expenses and include reinvested dividends but exclude any sales charges. Below the funds are the benchmark index and two exchange-traded funds. The State Street Technology Select Sector SPDR ETF XLK tracks the S&P 500 information technology sector and the SPDR S&P 500 ETF Trust SPY tracks the full S&P 500. The returns are through the end of November.
Mutual fund, index or ETF 3-year avg. return 5-year avg. return 10-year avg. return Expense ratio Columbia Seligman Technology and Information Fund - I 32.7% 21.6% 22.6% 0.910% Columbia Seligman Technology and Information Fund - A 32.4% 21.3% 22.3% 1.160% DWS Science and Technology Fund - A 36.1% 17.2% 19.9% 0.880% Nationwide Bailard Technology & Science Fund - M 31.0% 13.9% 18.5% 0.880% Nomura Science and Technology Fund - C 30.6% 13.9% 16.2% 1.920% Invesco Technology Fund - Investor 29.5% 11.1% 15.4% 0.910% Victory RS Science and Technology Fund - A 25.6% 3.6% 14.7% 1.480% S&P North American Technology Sector Index 37.3% 19.1% 22.4% N/A State Street Technology Select Sector SPDR ETF 29.1% 19.3% 22.0% 0.080% SPDR S&P 500 ETF Trust 20.4% 15.2% 14.5% 0.095%
The two listed share classes of the Columbia Seligman Technology and Information Fund have outperformed the listed competitors for the five-year and 10-year periods. For three years, the DWS Science and Technology Fund's Class A shares KTCAX have been the best performer on the list.
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12-03-25 1235ET
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