Morningstar

Columbia Global Technology Growth Inst3 CGTUX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 90.54  /  +0.24 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CGTUX

Will CGTUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGTUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CGTUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CGTUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An undistinctive tech fund.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Columbia Global Technology Growth's multifaceted approach leads to a portfolio that is not very differentiated and thus limits the strategy's appeal.

by Tony Thorn
Rated on Published on

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Portfolio Holdings CGTUX

More CGTUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.38 459.1 Mil
Technology

Apple Inc

9.18 315.1 Mil
Technology

Microsoft Corp

9.11 312.6 Mil
Technology

Broadcom Inc

5.56 190.8 Mil
Technology

Alphabet Inc Class A

3.53 121.2 Mil
Communication Services

Amazon.com Inc

3.09 105.9 Mil
Consumer Cyclical

Lam Research Corp

2.93 100.4 Mil
Technology

Meta Platforms Inc Class A

2.47 84.9 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.39 82.0 Mil
Technology

Columbia Short-Term Cash

2.26 77.5 Mil
Cash and Equivalents

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