Nasdaq - Delayed Quote USD
Columbia Seligman Global Tech Inst3 (CGTYX)
At close: 6:45 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 55.40% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 20.38% |
| 5y Average Return | 22.03% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.34 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CGTYX | Category Average | CGTYX | Category Average | CGTYX | Category Average | |
| Alpha | 2.67 | 0.1 | 7.62 | 0.11 | 8.72 | 0.08 |
| BETA | 1.34 | 0.01 | 1.27 | 0.01 | 1.24 | 0.01 |
| Mean Annual Return | 1.14 | 0.02 | 1.96 | 0.02 | 1.73 | 0.02 |
| R-squared | 80.66 | 0.75 | 83.89 | 0.69 | 75.61 | 0.69 |
| Standard Deviation | 24.67 | 0.24 | 23.99 | 0.2 | 20.98 | 0.19 |
| Sharpe Ratio | 0.4 | 0.01 | 0.88 | 0.01 | 0.91 | 0.01 |
| Treynor Ratio | 5.46 | 0.23 | 16 | 0.25 | 14.99 | 0.17 |
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