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Columbia Global Technology Growth Inst (CMTFX)

91.52 +0.87 (+0.96%)
At close: 8:01 PM EST

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

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.

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 3.49B
YTD Return 24.10%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 2016

Performance & Risk

YTD Return 29.19%
5y Average Return 20.75%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

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