Columbia Seligman Global Technology Fund Class C (SHTCX)

33.07
Net Asset Value
-0.51%
1 Day
+8.57%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
2.08%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It 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. The fund is non-diversified.

Performance

1 month+0.76% 3 years+16.95%
3 months-0.93% 5 years+21.56%
1 year+17.88% Since inception+8.04%
Data through --

Peer Comparisonvs. Technology

 SHTCXCategory
Performance 5-yr return+21.56%+19.08%
Expense ratio2.08%1.36%
Risk 5 year sharpe ratio1.431.29
Net assets$1.3B$1.4B
Average market cap$26.9B$87.1B
Average P/E21.528.9
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenurePaul Wick / 24 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock85.77%
International stock13.82%
Cash0.42%
Fixed income0.00%
Other0.00%
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
LRCX Lam Research Corp8.10%
MU Micron Technology Inc6.52%
AVGO Broadcom Inc6.06%
AAPL Apple5.10%
SNPS Synopsys Inc3.49%
AMAT Applied Materials Inc3.15%
WDC Western Digital Corp3.11%
MCHP Microchip Technology Inc2.87%
V Visa2.62%
NUAN Nuance Communications Inc2.58%