Columbia Seligman Communications and Information Fund Institutional Class (CCIZX)

85.67
Net Asset Value
-0.40%
1 Day
+11.26%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
1.02%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide shareholders with capital gain. Under normal market conditions- the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities of companies operating in the communications- information and related industries. Accordingly- it invests in companies operating in the information technology and telecommunications sectors as well as those in the media industry. The fund may invest up to 25% of its net assets in foreign investments. It is non-diversified.

Performance

1 month+4.09% 3 years+19.00%
3 months-2.35% 5 years+22.33%
1 year+23.24% Since inception+16.94%
Data through --

Peer Comparisonvs. Technology

 CCIZXCategory
Performance 5-yr return+22.33%+19.08%
Expense ratio1.02%1.36%
Risk 5 year sharpe ratio1.451.29
Net assets$6.4B$1.4B
Average market cap$26.7B$61.0B
Average P/E20.026.5
Portfolio turnover54%54%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePaul Wick / 28 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock89.41%
International stock10.04%
Cash0.38%
Fixed income0.17%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 35.64%
Telecommunication 10.12%
Consumer goods 2.98%
Industrial materials 2.54%
Healthcare 2.45%
Top 10 Holdings
Portfolio weighting
LRCX Lam Research Corp8.15%
MU Micron Technology Inc6.97%
AVGO Broadcom Inc5.91%
AAPL Apple5.02%
SNPS Synopsys Inc3.74%
AMAT Applied Materials Inc3.30%
V Visa3.22%
GOOG Google3.17%
WDC Western Digital Corp3.06%
NUAN Nuance Communications Inc3.04%