Morningstar

Columbia Seligman Technology and Information Fund Institutional Class CCIZX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $290.50  /  +2.96 %
  • Fund Size $29.1B
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis CCIZX

Will CCIZX outperform in the 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 CCIZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A seasoned hand in a fast-moving sector.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Columbia Seligman Technology and Information benefits from impressive leadership, a deep and experienced team, and a distinctive, valuation-aware approach, making it a solid option.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CCIZX

More CCIZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

9.48 3B
Industrials

Lam Research Corp

5.38 2B
Technology

NVIDIA Corp

4.79 1B
Technology

Broadcom Inc

4.78 1B
Technology

Columbia Short Term Cash Fund

3.63 1B
Cash and Equivalents

Marvell Technology Inc

3.41 1B
Technology

Alphabet Inc Class A

3.30 989M
Communication Services

Microsoft Corp

3.02 903M
Technology

Apple Inc

2.92 873M
Technology

GoDaddy Inc Class A

2.68 802M
Technology

Sponsor Center