| 19.60 Net Asset Value | +0.15% 1 Day | +10.48% Year-to-Date | Overall Morningstar Rating |
| Technology Style or Category | No Load Sales Expenses | 2.28% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +9.45% | 3 years | +9.12% | |
| 3 months | +5.33% | 5 years | +4.45% | |
| 1 year | +13.32% | Since inception | +6.26% |
| SHTBX | Category | |
|---|---|---|
| Performance 5-yr return | +4.45% | +7.24% |
| Expense ratio | 2.28% | 1.63% |
| Risk 5 year sharpe ratio | 0.31 | 0.35 |
| Net assets | $403.3M | $503.2M |
| Average market cap | $13.8B | $29.5B |
| Average P/E | 19.4 | 18.6 |
| Portfolio turnover | 88% | 88% |
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| Fund family | Columbia |
| Fund manager & tenure | Paul Wick / 18 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 27.61% |
| Telecommunication | 11.29% |
| Consumer goods | 7.21% |
| Healthcare | 2.20% |
| Industrial materials | 2.05% |
| SYMC Symantec Corp | 8.67% |
| SNPS Synopsys | 8.23% |
| AAPL Apple Inc | 4.79% |
| LRCX Lam Research Corporation | 4.49% |
| KLAC KLA-Tencor Corporation | 4.20% |
| NUAN Nuance Communications, Inc. | 4.18% |
| CHKP Check Point Software Technologies, Ltd. | 3.98% |
| QCOM Qualcomm, Inc. | 3.95% |
| GOOG Google, Inc. Class A | 3.90% |
| BRCM Broadcom Corporation | 3.38% |
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