Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Columbia Seligman Global Tech R SGTRX
- NAV / 1-Day Return 70.91 / −0.01 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.520%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Technology
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 22%
USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:16 PM GMT+0
Morningstar’s Analysis SGTRX
Will SGTRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 5.51 | 132.6 Mil | Technology |
NVIDIA Corp | 5.15 | 124.0 Mil | Technology |
Apple Inc | 4.88 | 117.4 Mil | Technology |
Microsoft Corp | 4.72 | 113.7 Mil | Technology |
Lam Research Corp | 4.26 | 102.5 Mil | Technology |
Alphabet Inc Class A | 3.74 | 90.0 Mil | Communication Services |
eBay Inc | 3.04 | 73.1 Mil | Consumer Cyclical |
Applied Materials Inc | 2.76 | 66.5 Mil | Technology |
Meta Platforms Inc Class A | 2.65 | 63.7 Mil | Communication Services |
Global Payments Inc | 2.64 | 63.6 Mil | Industrials |