Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Columbia Seligman Global Tech Adv CCHRX
- NAV / 1-Day Return 77.36 / −0.33 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.020%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Technology
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 22%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CCHRX
Will CCHRX 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 39.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 5.67 | 123.7 Mil | Technology |
Lam Research Corp | 5.49 | 119.6 Mil | Technology |
Microsoft Corp | 4.98 | 108.6 Mil | Technology |
Alphabet Inc Class A | 4.12 | 89.9 Mil | Communication Services |
NVIDIA Corp | 3.85 | 84.1 Mil | Technology |
Applied Materials Inc | 3.61 | 78.7 Mil | Technology |
Apple Inc | 3.52 | 76.9 Mil | Technology |
Teradyne Inc | 3.10 | 67.5 Mil | Technology |
GoDaddy Inc Class A | 2.75 | 60.0 Mil | Technology |
eBay Inc | 2.72 | 59.4 Mil | Consumer Cyclical |