Columbia Seligman Global Technology Fund Class K (SGTSX)

23.02
Net Asset Value
-1.20%
1 Day
+9.57%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
1.30%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its assets in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests in several countries in different geographic regions. The fund generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries.

Performance

1 month+9.75% 3 years+9.86%
3 months+7.32% 5 years--
1 year+11.80% Since inception+10.25%
Data through --

Peer Comparisonvs. Technology

 SGTSXCategory
Performance 5-yr return--+7.24%
Expense ratio1.30%1.63%
Risk 5 year sharpe ratio0.350.35
Net assets$403.3M$503.2M
Average market cap$13.8B$29.5B
Average P/E19.418.6
Portfolio turnover88%88%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePaul Wick / 18 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
Top 5 Sectors
Portfolio weighting
Hardware 27.61%
Telecommunication 11.29%
Consumer goods 7.21%
Healthcare 2.20%
Industrial materials 2.05%
Top 10 Holdings
Portfolio weighting
SYMC Symantec Corp8.67%
SNPS Synopsys8.23%
AAPL Apple Inc4.79%
LRCX Lam Research Corporation4.49%
KLAC KLA-Tencor Corporation4.20%
NUAN Nuance Communications, Inc.4.18%
CHKP Check Point Software Technologies, Ltd.3.98%
QCOM Qualcomm, Inc.3.95%
GOOG Google, Inc. Class A3.90%
BRCM Broadcom Corporation3.38%

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