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Columbia Seligman Global Tech Inst (CSGZX)

81.68 +1.18 (+1.47%)
At close: 8:01 PM EDT

Fund Summary

The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

Columbia Seligman Global Tech Inst

BOSTON MA 02110
225 FRANKLIN STREET
612-671-4321

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 2.43B
YTD Return 17.86%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Operations

Last Dividend 0.27
Last Cap Gain 47.00
Holdings Turnover 22.00%
Average for Category --

Fees & Expenses

Expense CSGZX Category Average
Annual Report Expense Ratio (net) 1.02% 1.05%
Prospectus Net Expense Ratio 1.02% --
Prospectus Gross Expense Ratio 1.05% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.21%
Max Deferred Sales Load -- 1.24%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Wadhwani joined Columbia Management Investment Advisers in 2016. Mr. Wadhwani began his investment career in 1998 and earned a B.S. from the University of Bombay and an M.B.A. from the University of Iowa.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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