Nasdaq - Delayed Quote USD

Columbia Global Technology Growth Inst (CMTFX)

91.52 +0.87 (+0.96%)
At close: 5:09 PM EST
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DELL
  • Previous Close 90.65
  • YTD Return 24.10%
  • Expense Ratio 0.94%
  • Category Technology
  • Last Cap Gain 72.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.49B
  • Beta (5Y Monthly) 1.30
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.10
  • Inception Date Mar 1, 2016

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.

Columbia Threadneedle

Fund Family

Technology

Fund Category

3.49B

Net Assets

2016-03-01

Inception Date

Performance Overview: CMTFX

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Trailing returns as of 11/20/2024. Category is Technology.

YTD Return

CMTFX
24.10%
Category
12.31%
?

1-Year Return

CMTFX
47.12%
Category
53.90%
?

3-Year Return

CMTFX
9.64%
Category
27.50%
?

5-Year Return

CMTFX
20.68%
Category
28.80%
?

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Holdings: CMTFX

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Top 10 Holdings (54.88% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 14.64%
AAPL
Apple Inc. 8.91%
MSFT
Microsoft Corporation 8.73%
AVGO
Broadcom Inc. 5.71%
GOOGL
Alphabet Inc. 3.64%
AMZN
Amazon.com, Inc. 3.18%
META
Meta Platforms, Inc. 2.66%
TSM
Taiwan Semiconductor Manufacturing Company Limited 2.61%
LRCX
Lam Research Corporation 2.61%
SNPS
Synopsys, Inc. 2.19%

Sector Weightings

Recent News: CMTFX

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Research Reports: CMTFX

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