Mutual Funds - Profile

Columbia Global Technology Growth Fund

GL > Science/Technology >

Rank

Universe Rank
39 8

Summary

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of technology companies that may benefit from technological improvements, advancements or developments.

Technology companies include companies in technology-related industries or sectors, such as the information technology, communications, healthcare, media, consumer electronics, semi-conductor, internet commerce and advertising, environmental, aerospace and defense industries and sectors.

The More

Price

  • Last Close
  • $69.33
    -1.09
  • 52 Week HL
  • $74.6 - $57.45
  • Net Assets
  • $3050 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Apple Inc 7.87
Microsoft Corporation 7.15
Amazon Com 4.15
Alphabet Inc 4.13
Lam Research 3.04
Company Holding
Taiwan Semiconductor 2.69
Visa Inc 2.61
NVIDIA Corporation 2.47
Mastercard Incorporated 2.26
Broadcom Inc 2.17
Total 38.54%

Manager

  • Name
  • Rahul Narang
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-3.8 % YTD

  • 3 Year
  • 128.04%
  • 5 Year
  • 223.55%
  • Best
  • 48.31%
    2020
  • Worst
  • -3.84%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CTYRX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -1%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -0.5% 2.2% -12.6% 19.7% 6.6% 14.3% -1.3% 4.1% 3.6% 8.3% -
Q2 - 10.2% 31.8% 3.6% 8% 5.8% 1% 1.8% 4.2% 6.5% -
Q3 - 5% 11.7% -0.8% 6% 10.6% 13.1% -5% 2.8% 16.5% -
Q4 - 7.6% 15.3% 11% -17.6% 6.9% 0.2% 9.7% 5.4% 10% -

Returns +
M

J F M A M J J A S O N D
2022 -3.8% - - - - - - - - - - -
2021 0.3% 3.1% -1.1% 4.9% -1.1% 6.3% 1.7% 3% 0.3% -0.8% 5% -4.1%

Annual
Return

Index Comparison

Alpha

NAV