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Morningstar

Columbia Seligman Tech & Info Adv SCIOX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 118.30  /  −0.36 %
  • Total Assets 12.9 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SCIOX

Will SCIOX 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 SCIOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCIOX 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 SCIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A veteran leader with a prudent approach.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Experience and a differentiated, value-oriented process make Columbia Seligman Technology and Information a compelling option.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SCIOX

More SCIOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.61 677.8 Mil
Technology

Lam Research Corp

5.49 663.0 Mil
Technology

Microsoft Corp

4.95 598.0 Mil
Technology

Alphabet Inc Class A

4.13 498.8 Mil
Communication Services

NVIDIA Corp

3.82 461.8 Mil
Technology

Applied Materials Inc

3.61 435.7 Mil
Technology

Apple Inc

3.47 419.6 Mil
Technology

Teradyne Inc

3.08 371.6 Mil
Technology

Columbia Short-Term Cash

2.99 361.6 Mil
Cash and Equivalents

eBay Inc

2.70 326.4 Mil
Consumer Cyclical