Morningstar

Columbia Seligman Global Technology Fund Class C SHTCX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $70.93  /  +3.01 %
  • Fund Size $4.7B
  • Adjusted Expense Ratio 2.000%
  • Net Expense Ratio 2.000%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis SHTCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Seligman Global Tech C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SHTCX

More SHTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

9.57 461M
Industrials

Lam Research Corp

5.48 264M
Technology

NVIDIA Corp

4.83 233M
Technology

Broadcom Inc

4.75 229M
Technology

Marvell Technology Inc

3.44 166M
Technology

Microsoft Corp

3.41 164M
Technology

Alphabet Inc Class A

3.39 163M
Communication Services

Apple Inc

3.29 159M
Technology

Columbia Short Term Cash Fund

2.68 129M
Cash and Equivalents

GoDaddy Inc Class A

2.68 129M
Technology

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