Columbia Technology Fund Class Z (CMTFX)

12.69
Net Asset Value
+0.48%
1 Day
+12.30%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
1.20%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of net assets in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries. The fund is non-diversified.

Performance

1 month+5.57% 3 years+13.32%
3 months+6.19% 5 years+3.68%
1 year+20.17% Since inception+2.49%
Data through --

Peer Comparisonvs. Technology

 CMTFXCategory
Performance 5-yr return+3.68%+7.24%
Expense ratio1.20%1.63%
Risk 5 year sharpe ratio0.250.35
Net assets$136.9M$503.2M
Average market cap$14.9B$29.5B
Average P/E22.118.6
Portfolio turnover220%220%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureWayne Collette / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
Top 5 Sectors
Portfolio weighting
Hardware 39.83%
Telecommunication 13.23%
Consumer service 7.68%
Business service 2.84%
Consumer goods 1.04%
Top 10 Holdings
Portfolio weighting
GOOG Google, Inc. Class A3.53%
QCOM Qualcomm, Inc.3.01%
AAPL Apple Inc2.73%
-- Samsung Electronics Co Ltd GDR2.32%
CRM Salesforce.com, Inc.2.30%
AMZN Amazon.com Inc2.29%
EBAY eBay Inc2.04%
V Visa, Inc.1.80%
KLAC KLA-Tencor Corporation1.71%
CSCO Cisco Systems Inc1.62%

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