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.
Columbia Seligman Global Tech A SHGTX
- NAV / 1-Day Return 65.95 / +0.81 %
- Total Assets 2.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.270%
- 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lam Research Corp | 5.84 | 133.2 Mil | Technology |
Broadcom Inc | 5.53 | 126.0 Mil | Technology |
Microsoft Corp | 5.15 | 117.4 Mil | Technology |
Alphabet Inc Class A | 4.23 | 96.4 Mil | Communication Services |
NVIDIA Corp | 3.85 | 87.9 Mil | Technology |
Applied Materials Inc | 3.70 | 84.5 Mil | Technology |
Apple Inc | 3.55 | 80.9 Mil | Technology |
Teradyne Inc | 2.92 | 66.6 Mil | Technology |
Renesas Electronics Corp | 2.68 | 61.2 Mil | Technology |
eBay Inc | 2.62 | 59.7 Mil | Consumer Cyclical |